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A B L E WEALTH MANAGEMENT SOLUTIONS LLC
CRD 301257
3380 TRAVIS POINTE ROAD, SUITE E, ANN ARBOR, MI, 48108, United States
Phone
734-786-3875
Fax
(734) 786-3964
Registration
— (—)
Source
State registered
Total AUM
$31.7M
Discretionary AUM
$31.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $10.8M |
| High net worth individuals | 18 | $20.9M |
All web addresses on file
Official SEC filing: View on IAPD