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Z ADVISORY INNOVATIONS
ZOELLNER WHOLE FINANCIAL, PLLC
CRD 331792
7655 HIGHLAND RD, SUITE 203, WATERFORD, MI, 48327, United States
Phone
248-886-8190
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.5M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $5.8M |
| High net worth individuals | 17 | $7.7M |
All web addresses on file
Official SEC filing: View on IAPD