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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TELEMUS WEALTH ADVISORS, LLC

CRD 134114

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:981e3dca-2323-c516-6a17-bb7fefb97076

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Apr 1, 2013
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $705MItem 5.F on the latest filing (2013-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $60.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Accounts: 308
SEC number: 801-64748
CRD: 134114
Filings on the tape: 4
First filed: Mar 29, 2012
Latest filed: Apr 1, 2013
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
OPPENHEIM, ERIC, CARL	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	10/2009	Mar 29, 2012	Apr 1, 2013
RAN, GARY, LOUIS	CHAIRMAN/MEMBER, BOARD OF MEMBERS	C	yes	11/2005	Mar 29, 2012	Apr 1, 2013
SCHLAGHECK, ROBERT, JAMES	CHIEF FINANCIAL OFFICER / CONTROLLER	Na	yes	01/2013	Jan 18, 2013	Apr 1, 2013
TELEMUS CAPITAL PARTNERS, LLC	Member	E	yes	02/2005	Mar 29, 2012	Apr 1, 2013
WOLBERG, LYLE, MATTHEW	President	Na	yes	11/2005	Mar 29, 2012	Apr 1, 2013

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TELEMUS INVESTMENT MANAGEMENT, LLC	n/a	Former SEC adviser	$1.3B	N	yes	n/a
TELEMUS/BEACON INVESTMENT COMPANY LLC	n/a	Former SEC adviser	$386M	N	yes	n/a
TELEMUS AIRCRAFT MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
TELEMUS INVESTMENT BROKERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ANN ARBOR	Mi	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Apr 1, 2013	$705M	$60.8M	8	6	n/a	n/a	n/a
2011	Mar 29, 2012	$452M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$705M	$452M	55.8%	n/a	n/a	8	n/a	n/a	n/a

Relationships

Affiliated with (4)

← TELEMUS INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ TELEMUS INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ BEACON ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← BEACON ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← RAN, GARY, LOUISOwnerCHAIRMAN/MEMBER, BOARD OF MEMBERS, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← WOLBERG, LYLE, MATTHEWOwnerPRESIDENT, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← OPPENHEIM, ERIC, CARLOwnerCHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← SCHLAGHECK, ROBERT, JAMESOwnerCHIEF FINANCIAL OFFICER / CONTROLLER, ownership code NA, individual
Jan 18, 2013 to presentfactForm ADV
← TELEMUS CAPITAL PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV

Registered with (4)

← BERNARD STEVEN KENTAdvisorregistration: previous registration
Sep 17, 2010 to Sep 12, 2013factForm ADV
← JOHN EDWARD STEINAdvisorregistration: previous registration
May 3, 2010 to Sep 12, 2013factForm ADV
← ANDREW R BASSAdvisorregistration: previous registration
Mar 28, 2013 to Sep 12, 2013factForm ADV
← JOSHUA SAUL LEVINEAdvisorregistration: previous registration
Mar 28, 2013 to Sep 12, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:981e3dca-2323-c516-6a17-bb7fefb97076
First observed: Mar 29, 2012
Last observed: Apr 1, 2013 163 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TELEMUS WEALTH ADVISORS, LLC

CRD 134114

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:981e3dca-2323-c516-6a17-bb7fefb97076

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OPPENHEIM, ERIC, CARL

CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER

yes

10/2009

Mar 29, 2012

Apr 1, 2013

RAN, GARY, LOUIS

CHAIRMAN/MEMBER, BOARD OF MEMBERS

yes

11/2005

Mar 29, 2012

Apr 1, 2013

SCHLAGHECK, ROBERT, JAMES

CHIEF FINANCIAL OFFICER / CONTROLLER

yes

01/2013

Jan 18, 2013

Apr 1, 2013

TELEMUS CAPITAL PARTNERS, LLC

Member

yes

02/2005

Mar 29, 2012

Apr 1, 2013

WOLBERG, LYLE, MATTHEW

President

yes

11/2005

Mar 29, 2012

Apr 1, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TELEMUS INVESTMENT MANAGEMENT, LLC

n/a

Former SEC adviser

$1.3B

yes

n/a

TELEMUS/BEACON INVESTMENT COMPANY LLC

n/a

Former SEC adviser

$386M

yes

n/a

TELEMUS AIRCRAFT MANAGEMENT, LLC

n/a

yes

n/a

TELEMUS INVESTMENT BROKERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ANN ARBOR

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Apr 1, 2013

$705M

$60.8M

n/a

2011

Mar 29, 2012

$452M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$705M

$452M

55.8%

n/a