| Name | Title | Ownership | Since |
|---|---|---|---|
| American Wealth, LLC Control | Member | Over 75% | 2016 |
| Dewey Deane Steffen Control | Chief Compliance Officer | Under 5% | 2022 |
| Dewey Deane Steffen Control | Chief Executive Officer | Under 5% | 2016 |
Great Lakes Wealth, LLC reports $143.2 million in regulatory assets under management on its Form ADV.
Great Lakes Wealth, LLC reports 6 employees.
Great Lakes Wealth, LLC is based in Northville, MI and has been SEC-registered since 2021.
Great Lakes Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 22260 Haggerty Road, Suite 160, Northville, MI 48167 |
| Phone | (248) 378-1200 |
| Office hours | 8 a.m. - 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $136M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $143.2M |