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| Wasserman Wealth Management LLC
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| |
|---|---|
| CRD # | 124556 |
| SEC # | 801-66931 |
| CIK # | |
| AUM | $306.0 MM (2024-02-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 248-626-3900 |
| Address | 31700 Middlebelt Road Farmington Hills, MI 48334 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 52.0 |
| (b) Individuals (high net worth individuals) | 63 | 250.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 306.0 |
| By Discretionary | ||
| Discretionary | 553 | 306.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 553 | 306.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.0 | |
| Total | 553 | 306.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Focused Alpha LLC
✚
|
CO | 0.3 |
|
RFP Financial Group LLC
✚
|
GA | 0.3 |
|
MWM Group LLC
✚
|
NY | 0.3 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.3 |
|
CornerStone Financial Planning LLC
✚
|
NH | 0.3 |
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.3 |
|
Nikulski Financial Inc
✚
|
IA | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |
|
Avisen Advisors LLC
✚
|
CA | 0.3 |
|
Tumwater Wealth Management LLC
✚
|
ID | 0.3 |