RICHMARK PRIVATE WEALTH MANAGEMENT

RICHMARK PRIVATE WEALTH MANAGEMENT of FRANKENMUTH, MI is an SEC-registered investment adviser (CRD 290854). Regulatory assets under management: $61.1M.

Registration

• CRD: 290854
• Type: Registered investment adviser
• Location: 516 SOUTH MAIN STREET, FRANKENMUTH, MI, 48734
• Phone: 989-652-2056
• Latest filing: 2026-03-27
• Regulatory AUM: $61.1M
• Discretionary AUM: $61.1M
• Clients: 6
• Accounts: 388

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290854 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search