WEALTH FOR YOU FINANCIAL, LLC

WEALTH FOR YOU FINANCIAL, LLC of GRAND BLANC, MI is an SEC-registered investment adviser (CRD 305627). Regulatory assets under management: $65.0M.

Registration

• CRD: 305627
• Type: Registered investment adviser
• Location: 8323 OFFICE PARK DR, GRAND BLANC, MI, 48439
• Phone: 810-695-7510
• Latest filing: 2026-05-07
• Regulatory AUM: $65.0M
• Discretionary AUM: $65.0M
• Clients: 3
• Accounts: 642

Business model

Compensation: % of AUM, Hourly, Fixed.

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 305627 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search