Wasserman Wealth Management, LLC

Wasserman Wealth Management, LLC (CRD# 124556) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $145,660,880 in 336 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $433,515
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Wasserman Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith C. Rybak
CRD#: 5773609
31700 Middlebelt Road, Suite 130, Farmington Hills, MI 48334
93
Wealthminder
score

Keith Rybak (CRD# 5773609) is an Investment Advisor Representative working at Wasserman Wealth Management, LLC in Farmington Hills, MI and has over 6 years of experience in the finance industry.

2
Bradley A. Wasserman
CRD#: 4619520
31700 Middlebelt Road, Suite 130, Farmington Hills, MI 48334
93
Wealthminder
score

Bradley Wasserman (CRD# 4619520) is an Investment Advisor Representative working at Wasserman Wealth Management, LLC in Farmington Hills, MI and has over 6 years of experience in the finance industry.

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