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RIA / WealthAdvisor27 years in industry

ROBERT ALAN MINASIAN

Advisor at PERSONAL WEALTH MANAGEMENT, LLC

COMMERCE, MI

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Search this name across graphsid dfx:ria:ed19c25c-a428-e390-f2c8-bfc92f1480e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2013 to Sep 14, 2026

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

Current firm: PERSONAL WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 15, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Jun 15, 1999
First registration: Aug 7, 2013
Dual registered: no
IAPD individual key: 3222210

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERSONAL WEALTH MANAGEMENT, LLC	State registered	Sep 1, 2026	n/a	yes	COMMERCE, MI	Current employment
ELE ADVISORY SERVICES, INC	Independent wealth	Dec 15, 2015	Oct 7, 2016	no	Commerce Township, MI\|SOUTHFIELD, MI	Previous registration
LOWELL WEALTH MANAGEMENT	Former SEC adviser	Sep 18, 2014	Nov 3, 2015	no	LUBBOCK, TX\|COMMERCE, MI	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Aug 7, 2013	Feb 3, 2014	no	COMMERCE TOWNSHIP, MI\|KENTWOOD, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ELE ADVISORY SERVICES, INC	PERSONAL WEALTH MANAGEMENT, LLC	Oct 7, 2016	Sep 1, 2026	3,616	Firm change after gap	RIA to state RIA
LOWELL WEALTH MANAGEMENT	ELE ADVISORY SERVICES, INC	Nov 3, 2015	Dec 15, 2015	42	Firm change	Other
REGAL INVESTMENT ADVISORS LLC	LOWELL WEALTH MANAGEMENT	Feb 3, 2014	Sep 18, 2014	227	Firm change	Other

Relationships

Registered with (4)

→ PERSONAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ ELE ADVISORY SERVICES, INCRegistered adviserregistration: previous registration
Dec 15, 2015 to Oct 7, 2016factForm ADV
→ LOWELL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 18, 2014 to Nov 3, 2015factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Aug 7, 2013 to Feb 3, 2014factForm ADV

Dated events

No dated event names this entity yet.