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WEALTH FOR YOU FINANCIAL, LLC
CRD 305627
8323 OFFICE PARK DR, GRAND BLANC, MI, 48439, United States
Phone
810-695-7510
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.0M
Discretionary AUM
$65.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 278 | $47.8M |
| High net worth individuals | 14 | $13.1M |
| Charitable organizations | 3 | $446K |
| Corporations/business entities | 2 | $3.6M |
Official SEC filing: View on IAPD