DFX Intelligence

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

WEALTH FOR YOU FINANCIAL, LLC

CRD 305627

GRAND BLANC, 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:a5c33f27-34e9-19f2-9599-0ca9c0777c3d

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: May 7, 2026 to May 7, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $65.0MItem 5.F on the latest filing (2026-05-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $65.0M
Private client RAUM: $60.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 642
Individual clients: 278
High net worth clients: 14
CRD: 305627
Filings on the tape: 1
First filed: May 7, 2026
Latest filed: May 7, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Parker Douglas Barnett	n/a	GRAND BLANC, MI	2	12	n/a	no
Gage Dee Harris	n/a	GRAND BLANC, MI	1	10	n/a	no
Jacob William Loucks	n/a	Charlotte, NC \| GRAND BLANC, MI	0	10	1	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	n/a	0	0	0	1	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TEAM COVERT, LLC	2	May 21, 2024	Jun 16, 2025	GRAND BLANC, MI	Team lift out	Other	66.7%

Relationships

Registered with (6)

← Jacob William LoucksAdvisorregistration: current employment
Mar 30, 2026 to presentfactForm ADV
← Gage Dee HarrisAdvisorregistration: current employment
Jul 16, 2025 to presentfactForm ADV
← Parker Douglas BarnettAdvisorregistration: current employment
Jan 12, 2024 to presentfactForm ADV
← Ariel Monclova GonzalezAdvisorregistration: previous registration
Mar 3, 2026 to Apr 14, 2026factForm ADV
← JEFFREY V COVERTAdvisorregistration: previous registration
Sep 17, 2019 to May 31, 2024factForm ADV
← Sarah Jane FletcherAdvisorregistration: previous registration
Jun 1, 2023 to May 21, 2024factForm ADV

Moved with (1)

→ TEAM COVERT, LLCRegistered adviser2 advisors, team lift out
May 21, 2024 to Jun 16, 2025factForm ADV

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
Ariel Monclova Gonzalez left Wealth For You Financial, Llc for Signal Advisors Wealth, Llc (registered 2026-04-22)
Form ADVobserved 5 days ago
Occurred
May 31, 2024
Advisor changed firm
Jeffrey V Covert left Wealth For You Financial, Llc for Team Covert, Llc (registered 2025-06-16)
Form ADVobserved 5 days ago
Occurred
May 21, 2024
Team lift-out
2 advisors left Wealth For You Financial, LLC (Grand Blanc, MI) for Team Covert, LLC within 10 days
Form ADVobserved 4 days ago
2 advisors
Occurred
May 21, 2024
Advisor changed firm
Sarah Jane Fletcher left Wealth For You Financial, Llc for Team Covert, Llc (registered 2024-06-04)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5c33f27-34e9-19f2-9599-0ca9c0777c3d
First observed: May 7, 2026
Last observed: May 7, 2026 4 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.

WEALTH FOR YOU FINANCIAL, LLC

CRD 305627

GRAND BLANC, 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:a5c33f27-34e9-19f2-9599-0ca9c0777c3d

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Parker Douglas Barnett

n/a

GRAND BLANC, MI

n/a

Gage Dee Harris

n/a

GRAND BLANC, MI

n/a

Jacob William Loucks

n/a

Charlotte, NC | GRAND BLANC, MI

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TEAM COVERT, LLC

May 21, 2024

Jun 16, 2025

GRAND BLANC, MI

Team lift out

Other

66.7%