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).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $67,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

MI, TX

Financial Advisors at Wealth Personal
Showing 1 - 3 of 3 top financial advisors.
1
Brian M. Cannon
CRD#: 6359412
212 River Street Box 738, Elk Rapids, MI 49629

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.

2
Jerry C. Hubbell
CRD#: 2397815
212 River Street Box 738, Elk Rapids, MI 49629

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.

3
Jessica M. Socolovitch
CRD#: 6717705
212 River Street Box 738, Elk Rapids, MI 49629

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.

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