PERSONAL WEALTH MANAGEMENT, LLC

PERSONAL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 285074). Regulatory assets under management: $6.3M.

Registration

• CRD: 285074
• Type: Registered investment adviser
• Phone: 248-363-4171
• Latest filing: 2026-02-06
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 22

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 285074 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search