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BOARDWALK WEALTH MANAGEMENT

BOARDWALK WEALTH MANAGEMENT, LLC

CRD 310308

Visit website

341 E HURON ST, SUITE #3, ANN ARBOR, MI, 48104, United States

Phone

734-476-0320

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.8M

Discretionary AUM

$1.8M

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals6$160K
High net worth individuals2$1.6M

All web addresses on file

Official SEC filing: View on IAPD