FRONT STREET WEALTH MANAGEMENT

FRONT STREET WEALTH MANAGEMENT of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 125219). Regulatory assets under management: $97.2M.

Registration

• CRD: 125219
• SEC file number: 801-64544
• Type: Registered investment adviser
• Location: 310 W. FRONT STREET SUITE 403, TRAVERSE CITY, MI, 49684
• Phone: 231-947-3775
• Latest filing: 2026-03-31
• Regulatory AUM: $97.2M
• Discretionary AUM: $92.1M
• Non-discretionary AUM: $5.2M
• Clients: 2
• Accounts: 68

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search