Be advised. This firm is no longer registered.

Wasserman Wealth Management, LLC

Wasserman Wealth Management, LLC (CRD# 124556) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $306,034,249 in 553 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
31700 Middlebelt Road, Suite 130, Farmington Hills, MI 48334
https://www.linkedin.com/company/wasserman-wealth-management/
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $553,407
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
The map below shows states where this firm has explicit registration only.

FL, IL, MI, TX

Financial Advisors at Wasserman Wealth Management, LLC
No Advisor Found.

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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