CULTIVATE FINANCIAL WELLNESS, LLC

CULTIVATE FINANCIAL WELLNESS, LLC is an SEC-registered investment adviser (CRD 308633). Regulatory assets under management: $17.1M.

Registration

• CRD: 308633
• Type: Registered investment adviser
• Phone: 248-963-1223
• Latest filing: 2026-05-07
• Regulatory AUM: $17.1M
• Discretionary AUM: $16.9M
• Non-discretionary AUM: $216K
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search