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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wolverine Wealth Advisory Services Inc
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|---|---|
| CRD # | 146564 |
| SEC # | 801-132406 |
| CIK # | |
| AUM | $120.6 M (2025-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 248-220-2202 |
| Address | 40900 Woodward Ave, Ste 100 Bloomfield Hills, MI 48304 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.7 |
| (b) Individuals (high net worth individuals) | 33 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 120.6 |
| By Discretionary | ||
| Discretionary | 238 | 120.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 238 | 120.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.6 | |
| Total | 238 | 120.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vision Capital Management Corporation
✚
|
NC | 0.1 |
|
Hutchinson Financial Advisors Inc
✚
|
VA | 0.1 |
|
Stavis Wealth Transfer Solutions LLC
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|
TX | 0.1 |
|
Bridgelight Capital LLC
✚
|
AZ | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
Central Wealth Management LLC
✚
|
WI | 0.1 |
|
Delta Wealth Advisors LLC
✚
|
0.1 | |
|
RHL Group LLC
✚
|
MI | 0.1 |
|
Cascade Financial Strategies LLC
✚
|
OR | 0.1 |
|
Anderson Griggs & Company Inc
✚
|
SC | 0.1 |