Md Wealth Management, LLC

Md Wealth Management, LLC (CRD# 297823) is a financial advisory firm headquartered in Chelsea, MI. They manage $55,315,074 in 335 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

109 W Middle St, Chelsea, MI 48118

https://www.mdwmllc.com

By the Numbers

Total Assets Under Management

55

MILLION
Total Number of Accounts

335

ACCOUNTS
Average Account Value

$165,120

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, MI, OH, TX

Financial Advisors at Md Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Trent Debruin

CRD#: 6980635

109 W Middle St, Chelsea, MI 48118

Trent Debruin (CRD# 6980635) is an Investment Advisor Representative working at Md Wealth Management, LLC in Chelsea, MI and has 1 year of experience in the finance industry.

Andrew W. Musbach

CRD#: 6378110

109 W Middle St, Chelsea, MI 48118

Andrew Musbach (CRD# 6378110) is an Investment Advisor Representative working at Md Wealth Management, LLC in Chelsea, 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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