Wwk Advisors, LLC

Wwk Advisors, LLC (CRD# 154761) is a financial advisory firm headquartered in Northville, MI. They manage $470,226,397 in 767 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    470
    MILLION
  • Total Number of Accounts
    767
    ACCOUNTS
  • Average Account Value
    $613,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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.

FL, IL, IN, LA, MI, TX

Financial Advisors at Wwk Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nicole R. Farrell
CRD#: 6960755
126 N. Center Street, Northville, MI 48167

Nicole Farrell (CRD# 6960755) is an Investment Advisor Representative working at Wwk Advisors, LLC in Northville, MI and has 1 year of experience in the finance industry.

2
Ronald A. Leblanc
CRD#: 2812679
126 N. Center Street, Northville, MI 48167

Ronald Leblanc (CRD# 2812679) is an Investment Advisor Representative working at Wwk Advisors, LLC in Northville, MI and has over 23 years of experience in the finance industry.

3
Daniel J. Welch
CRD#: 2160552
126 N. Center Street, Northville, MI 48167

Daniel Welch (CRD# 2160552) is an Investment Advisor Representative working at Wwk Advisors, LLC in Northville, MI and has over 29 years of experience in the finance industry.

4
Jason M. Welch
CRD#: 2436809
126 N. Center Street, Northville, MI 48167

Jason Welch (CRD# 2436809) is an Investment Advisor Representative working at Wwk Advisors, LLC in Northville, MI and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.