WEALTH PERSONAL

WEALTH PERSONAL of ELK RAPIDS, MI is an SEC-registered investment adviser (CRD 144800). Regulatory assets under management: $19.9M.

Registration

• CRD: 144800
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144800 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search