Advize Wealth Management

Advize Wealth Management (CRD# 297380) is a financial advisory firm headquartered in Rochester, MI. They manage $28,535,202 in 343 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
429 S. Main Street, Rochester, MI 48307
https://www.facebook.com/advizewealth/?modal=admin_todo_tour
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $83,193
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, TX

Financial Advisors at Advize Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Colin Overweg, financial advisor Rochester MI
Colin J. Overweg
CRD#: 6405769
429 S. Main Street, Rochester, MI 48307

Colin Overweg (CRD# 6405769) is an Investment Advisor Representative working at Advize Wealth Management in Rochester, MI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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