Wealth Personal
Wealth Personal (CRD# 144800) is a financial advisory firm headquartered in Elk Rapids, MI. They manage $14,156,974 in 210 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management14MILLION
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Total Number of Accounts210ACCOUNTS
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Average Account Value$67,414
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, TX
Brian Cannon (CRD# 6359412) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 8 years of experience in the finance industry.
Jerry Hubbell (CRD# 2397815) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 30 years of experience in the finance industry.
Jessica Socolovitch (CRD# 6717705) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 6 years of experience in the finance industry.