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MD WEALTH MANAGEMENT, LLC
CRD 297823 · SEC 801-134946
109 W MIDDLE ST, CHELSEA, MI, 48118, United States
Phone
734-433-9600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.9M
Discretionary AUM
$109.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $21.0M |
| High net worth individuals | 33 | $88.1M |
| Charitable organizations | 1 | $844K |
States served
IL, MI, OH, TX, NH
All web addresses on file
Official SEC filing: View on IAPD