ADVIZE WEALTH MANAGEMENT

ADVIZE WEALTH MANAGEMENT of ROCHESTER, MI is an SEC-registered investment adviser (CRD 297380). Regulatory assets under management: $68.7M.

Registration

• CRD: 297380
• Type: Registered investment adviser
• Location: 429 S. MAIN STREET, ROCHESTER, MI, 48307
• Phone: (310) 765-7568
• Latest filing: 2026-07-29
• Regulatory AUM: $68.7M
• Discretionary AUM: $66.8M
• Non-discretionary AUM: $1.9M
• Clients: 2
• Accounts: 299

Business model

Compensation: % of AUM, Fixed, Commissions.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297380 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search