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GREAT LAKES WEALTH, LLC
CRD 282362 · SEC 801-121370
22260 HAGGERTY ROAD, SUITE 160, NORTHVILLE, MI, 48167, United States
Phone
(248) 378-1200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$166.3M
Discretionary AUM
$162.0M
Team
9 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $71.9M |
| High net worth individuals | 39 | $90.1M |
States served
CA, MI, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD