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WOLVERINE WEALTH ADVISORY SERVICES INC.
CRD 146564 · SEC 801-132406
40900 WOODWARD AVE., STE. 100, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-220-2202
Fax
248-499-1722
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.9M
Discretionary AUM
$140.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $7.1M |
| High net worth individuals | 31 | $125.9M |
States served
MI
Official SEC filing: View on IAPD