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| Keyboard |
| Great Lakes Wealth LLC
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|---|---|
| CRD # | 282362 |
| SEC # | 801-121370 |
| CIK # | |
| AUM | 166.3 M (2026-03-30) |
| Employees | 9 (33% Investors, 11% Brokers) |
| Phone | 248-378-1200 |
| Address | 22260 Haggerty Road Northville, MI 48167 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 71.9 |
| (b) Individuals (high net worth individuals) | 39 | 90.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 975 | 166.3 |
| By Discretionary | ||
| Discretionary | 972 | 162.0 |
| Non-Discretionary | 3 | 4.3 |
| Total | 975 | 166.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.3 | |
| Total | 975 | 166.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Financial Management LLC
✚
|
166.8 M | |
|
McDonnell Wealth Management LLC
✚
|
IL | 166.7 M |
|
Skybound Wealth Management USA LLC
✚
|
TX | 166.5 M |
|
Conway Partners Management LLC
✚
|
166.3 M | |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 166.3 M |
|
Strong Retirement Solutions LLC
✚
|
166.1 M | |
|
W & S Management Services Inc
✚
|
NY | 166.0 M |
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 166.0 M |
|
Lyons Capital Group LLC
✚
|
LA | 165.9 M |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 165.8 M |