MD WEALTH MANAGEMENT, LLC

MD WEALTH MANAGEMENT, LLC of CHELSEA, MI is an SEC-registered investment adviser (CRD 297823). Regulatory assets under management: $109.9M.

Registration

• CRD: 297823
• SEC file number: 801-134946
• Type: Registered investment adviser
• Location: 109 W MIDDLE ST, CHELSEA, MI, 48118
• Phone: 734-433-9600
• Latest filing: 2026-02-26
• Regulatory AUM: $109.9M
• Discretionary AUM: $109.9M
• Clients: 2
• Accounts: 394

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297823 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search