THINK WEALTH MANAGEMENT

THINK WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 314827). Regulatory assets under management: $15.5M.

Registration

• CRD: 314827
• Type: Registered investment adviser
• Phone: 906-450-0352
• Latest filing: 2026-03-02
• Regulatory AUM: $15.5M
• Discretionary AUM: $15.5M
• Clients: 2
• Accounts: 106

Business model

Compensation: % of AUM.

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 314827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search