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Wolverine Wealth Advisory Services Inc.

● SEC registered since 2025CRD 146564SEC# 801-132406Bloomfield Hills, MI
Export (members)
Reg. AUM
$120.6M
Employees
1
Accounts
238
Location
Bloomfield Hills, MI

Wolverine Wealth Advisory Services Inc. assets under management

Wolverine Wealth Advisory Services Inc. is an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2025. It reports $120.6 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Wolverine Wealth Advisory Services Inc. owners & executives

1 reported
NameTitleOwnershipSince
Anne Therese Breuch ControlChief Compliance Officer - PresidentOver 75%2008

Frequently asked questions

How much does Wolverine Wealth Advisory Services Inc. manage?

Wolverine Wealth Advisory Services Inc. reports $120.6 million in regulatory assets under management on its Form ADV.

How many employees does Wolverine Wealth Advisory Services Inc. have?

Wolverine Wealth Advisory Services Inc. reports 1 employees.

Where is Wolverine Wealth Advisory Services Inc. located?

Wolverine Wealth Advisory Services Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2025.

Does Wolverine Wealth Advisory Services Inc. disclose fund performance?

Wolverine Wealth Advisory Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40900 Woodward Ave., Ste. 100, Bloomfield Hills, MI 48304
Phone248-220-2202
Fax248-499-1722
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.6M
Non-discretionary$0
Total (RAUM)$120.6M