# SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC

SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC of KALAMAZOO, MI is an SEC-registered investment adviser.

## Registration

- CRD: 289253
- Type: SEC-registered investment adviser
- Location: 4341 S. WESTNEDGE AVENUE, KALAMAZOO, MI, 49008
- Phone: 269-323-7964
- Latest filing: 2026-02-25
- Regulatory AUM: $29.4M
- Discretionary AUM: $29.4M
- Clients: 4
- Accounts: 195

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289253/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289253/similar
- Related entities: https://search.stillhousedata.com/firm/289253/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289253

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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.