THE WOLTER GROUP, INC.

THE WOLTER GROUP, INC. of LIVONIA, MI is an SEC-registered investment adviser (CRD 296828). Regulatory assets under management: $53.4M.

Registration

• CRD: 296828
• Type: Registered investment adviser
• Location: 17294 FARMINGTON ROAD, LIVONIA, MI, 48152
• Phone: 734-524-9408
• Latest filing: 2026-03-27
• Regulatory AUM: $53.4M
• Discretionary AUM: $53.4M
• Clients: 3
• Accounts: 285

Business model

Compensation: % of AUM.

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 296828 on SEC IAPD (source of record)
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