Southwest Michigan Wealth Management, LLC

Southwest Michigan Wealth Management, LLC (CRD# 289253) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $23,000,000 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4341 S. Westnedge Avenue, Suite 1201, Kalamazoo, MI 49008
http://www.southwestmichiganfinancial.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $175,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Southwest Michigan Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles Henrich, financial advisor Kalamazoo MI
Charles R. Henrich
CRD#: 6025347
4341 S. Westnedge Avenue, Suite 1201, Kalamazoo, MI 49008

Charles Henrich (CRD# 6025347) is an Investment Advisor Representative working at Southwest Michigan Wealth Management, LLC in Kalamazoo, MI and has over 12 years of experience in the finance industry.

2
Justin Henrich, financial advisor Kalamazoo MI
Justin C. Henrich
CRD#: 7172954
4341 S. Westnedge Avenue, Suite 1201, Kalamazoo, MI 49008

Justin Henrich (CRD# 7172954) is an Investment Advisor Representative working at Southwest Michigan Wealth Management, LLC in Kalamazoo, MI and has over 4 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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