← Back to searchVisit website
WEALTH & WELLNESS GROUP, LLC
CRD 337631
690 HOPE ST., SUITE B, BRIGHTON, MI, 48116, United States
Phone
888-267-1138
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.2M
Discretionary AUM
$63.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $25.2M |
| High net worth individuals | 14 | $39.8M |
| Charitable organizations | 3 | $219K |
All web addresses on file
Official SEC filing: View on IAPD