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RICHMARK PRIVATE WEALTH MANAGEMENT
RICHMARK PRIVATE WEALTH MANAGEMENT, LLC
CRD 290854
516 SOUTH MAIN STREET, SUITE C, FRANKENMUTH, MI, 48734, United States
Phone
989-652-2056
Fax
888-723-3126
Registration
— (—)
Source
State registered
Total AUM
$61.1M
Discretionary AUM
$61.1M
Team
6 total employees; 5 advisory reps; 94 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersSUB-ADVISER SERVICES FOR OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 348 | $43.5M |
| High net worth individuals | 8 | $7.9M |
| Business development companies | 8 | $271K |
| Pooled investment vehicles | 13 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD