C&D WEALTH ADVISORS

C&D WEALTH ADVISORS of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 110769). Regulatory assets under management: $25.9M.

Registration

• CRD: 110769
• SEC file number: 801-16510
• Type: Registered investment adviser
• Location: 123 N. ASHLEY, SUITE 201, ANN ARBOR, MI, 48104
• Phone: 734-995-0829
• Latest filing: 2026-04-27
• Regulatory AUM: $25.9M
• Discretionary AUM: $25.9M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110769 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search