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THE WOLTER GROUP, INC.
CRD 296828
17294 FARMINGTON ROAD, LIVONIA, MI, 48152, United States
Phone
734-524-9408
Fax
734-524-9437
Registration
— (—)
Source
State registered
Total AUM
$53.4M
Discretionary AUM
$53.4M
Team
3 total employees; 2 advisory reps; 14 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $31.2M |
| High net worth individuals | 11 | $22.1M |
Official SEC filing: View on IAPD