WEALTH & WELLNESS GROUP, LLC

WEALTH & WELLNESS GROUP, LLC of BRIGHTON, MI is an SEC-registered investment adviser (CRD 337631). Regulatory assets under management: $65.2M.

Registration

• CRD: 337631
• Type: Registered investment adviser
• Location: 690 HOPE ST., BRIGHTON, MI, 48116
• Phone: 888-267-1138
• Latest filing: 2026-03-09
• Regulatory AUM: $65.2M
• Discretionary AUM: $63.0M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 221

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search