SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC

SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC of KALAMAZOO, MI is an SEC-registered investment adviser (CRD 289253). Regulatory assets under management: $29.4M.

Registration

• CRD: 289253
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search