Wolverine Investment Advisors LLC

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Assets, Funds, Holdings

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Wolverine Investment Advisors LLC
CRD #307037
SEC #801-118734
CIK #
AUM $1.7 MM (2024-03-31)
Employees 4 (50% Investors, 0% Brokers)
Phone866-504-0975
Address3379 Peachtree Road NE
Atlanta, GA 30326
Source [IAPD] [Website] [LinkedIn]
Total AUM ($1000's)
20001600120080040002009201420192025
AUM Breakdown Accounts AUM ($1000's)
By Client Type
(a) Individuals (other than high net worth individuals) 10 1,709.5
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 10 1,709.5
By Discretionary
Discretionary 10 1,709.5
Non-Discretionary 0 0.0
Total 10 1,709.5
By Non-United States Persons
Non-United States Persons 1,181.2
United States Persons 528.4
Total 10 1,709.5
Comparable Firms State AUM ($BB)
IQvestment LLC
MA 0.0
Quantalytics Investment Advisors LLC
NJ 0.0
Sagewater Wealth Management LLC
CA 0.0
Fingage Advisors LLC
CA 0.0
Circular Wealth Advisors Inc
FL 0.0
Rockettrader Inc
TN 0.0
Strategic Swiss Advisors SARL
0.0
Fruitful Advisory LLC
NY 0.0
Nytrx LLC
TX 0.0
Portia Investment Advisors Ltd
0.0
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