|
⚲
|
| Keyboard |
| Wolverine Wealth Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 146564 |
| SEC # | 801-132406 |
| CIK # | |
| AUM | 140.9 M (2026-01-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 248-220-2202 |
| Address | 40900 Woodward Ave, Ste 100 Bloomfield Hills, MI 48304 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 7.1 |
| (b) Individuals (high net worth individuals) | 31 | 125.9 |
| (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 | 7.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 215 | 140.9 |
| By Discretionary | ||
| Discretionary | 215 | 140.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 140.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.9 | |
| Total | 215 | 140.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Derive Wealth LLC
✚
|
CA | 141.3 M |
|
Markle Financial LLC
✚
|
WY | 141.2 M |
|
Fruge' Capital Advisors LLC
✚
|
MS | 141.2 M |
|
Storms & Rowdon Financial Services Inc
✚
|
FL | 141.2 M |
|
Greenberg Gary Louis
✚
|
MN | 141.1 M |
|
Mercurio & Associates Inc
✚
|
KY | 141.1 M |
|
Liberty Asset Management LLC
✚
|
PA | 141.0 M |
|
Stability Partners Advisory Group LLC
✚
|
TX | 140.9 M |
|
DLK Investment Advisors LLC
✚
|
WA | 140.7 M |
|
Actitrust Wealth Management LLC
✚
|
FL | 140.5 M |