Wwk Advisors, LLC

Wwk Advisors, LLC (CRD# 154761) is a financial advisory firm headquartered in Northville, MI. They manage $260,432,146 in 133 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $1,958,136
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

IL, MI

Financial Advisors at Wwk Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel J. Welch
CRD#: 2160552
126 N. Center Street, Northville, MI 48167
93
Wealthminder
score

Daniel Welch (CRD# 2160552) is an Investment Advisor Representative working at Wwk Advisors, LLC in Northville, MI and has over 26 years of experience in the finance industry.

2
Jason M. Welch
CRD#: 2436809
126 N. Center Street, Northville, MI 48167
93
Wealthminder
score

Jason Welch (CRD# 2436809) 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
Jessica D. Haelewyn
CRD#: 6373612
126 N. Center Street, Northville, MI 48167
88
Wealthminder
score

Jessica Haelewyn (CRD# 6373612) is an Investment Advisor Representative working at Wwk Advisors, LLC in Northville, MI and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.