Wealth Management Partners Of Michigan, LLC

Wealth Management Partners Of Michigan, LLC (CRD# 127387) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $11,100,904 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3588 Plymouth Rd., #311, Ann Arbor, MI 48105
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $188,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning 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.

MI

Financial Advisors at Wealth Management Partners Of Michigan, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Palmer, financial advisor
David T. Palmer
CRD#: 1266431
,

David Palmer (CRD# 1266431) is an Investment Advisor Representative working at Wealth Management Partners Of Michigan, LLC in , and has over 39 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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