# WEALTH PERSONAL

WEALTH PERSONAL of ELK RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 144800
- Type: SEC-registered investment adviser
- Location: 212 RIVER STREET BOX 738, ELK RAPIDS, MI, 49622
- Phone: 231-264-9591
- Latest filing: 2026-04-14
- Regulatory AUM: $19.9M
- Discretionary AUM: $19.6M
- Non-discretionary AUM: $313K
- Clients: 3
- Accounts: 271

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144800/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144800/similar
- Related entities: https://search.stillhousedata.com/firm/144800/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144800

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.