DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Secure Asset Management, L.L.C.
Latest filing Aug 20, 2026
First filing on the tape Aug 8, 2018 · 96 filings
SEC status approved since Sep 7, 2018
RAUM
$871M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
100%
$871M individuals and HNW
Advisors
54
registered through the firm on IAPD
RAUM per advisor
$16.1M
derived; firm RAUM over IAPD count
Employees
54
54 advisory (5.B.1)
Offices
31
beyond the principal office
Private funds
0
reported on Schedule D
History
96 filings and snapshots on the tape
RAUM$871M as of Aug 20, 2026
Mar 6, 2019$194M then
HNW client RAUM$507M as of Aug 20, 2026
Mar 6, 2019$37.3M then
State-registered IARs (5.B.3)54 as of Aug 20, 2026
Mar 6, 201915 then
Employees (5.A)54 as of Aug 20, 2026
Mar 6, 201915 then
Private funds: no history
RAUM -2.2% over the last fiscal year+26% a year over threeIARs 49 to 54offices 24 to 31
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $16.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $188,895derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.7derived32 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- +12%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -39%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$507M58%
- Individuals$364M42%
- Individual clients
- 2,644reported
- HNW clients
- 233reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4,609reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=38.0derived
Advisors registered through the firm
54 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael R. Cave | Troy, Mi | Feb 4, 2010 | 26 y | 0 |
| William Anthony ThomasCertified Financial Planner | Troy, Mi | Mar 25, 2011 | 20 y | 1 |
| Randall Eli Joseph | Troy, Mi | Sep 20, 2012 | 16 y | 0 |
| Eric Clay Spencer | Bloomfield, Mi | Sep 24, 2015 | 30 y | 2 |
| Craig T Conley | Troy, Mi | Apr 17, 2017 | 39 y | 0 |
| Jeremy Benjamin GoldsteinChartered Financial Consultant | Troy, Mi | Nov 1, 2018 | 34 y | 4 |
| Brian David Dudley | Elkhorn, Ne | Feb 3, 2021 | 27 y | 3 |
| Austin A Bowlin | Kirkland, Wa | May 4, 2021 | 10 y | 1 |
| Taylor Wilson Armstrong | San Francisco, Ca | May 24, 2021 | 13 y | 2 |
| Roger William Bowlin | Troy, Mi | Jun 4, 2021 | 37 y | 4 |
| Clark D Harris | Troy, Mi | Sep 17, 2021 | 30 y | 1 |
| Mark John Mueller | Bloomfield Hills, Mi | Sep 23, 2021 | 35 y | 1 |
| Kevin Vandenhaute | Troy, Mi | Sep 23, 2021 | 16 y | 1 |
| Marc Arthur Neville | Troy, Mi | Oct 12, 2021 | 40 y | 2 |
| Bradley Allen Davis | Troy, Mi | Feb 9, 2022 | 22 y | 1 |
| Robert George Langhorst | Troy, Mi | Jun 8, 2022 | 15 y | 3 |
| Gavin Schmidtmann | Bloomfield Hills, Mi | Jul 21, 2022 | 10 y | 0 |
| Zachary Kocurek | Kirkland, Wa | Dec 4, 2023 | 11 y | 0 |
| Peter Canisius Ruh | Troy, Mi | Mar 28, 2024 | 24 y | 5 |
| Dean Harry Salminen | Cook, Mn | Apr 22, 2024 | 30 y | 2 |
| Pamela Sue Harrison | Troy, Mi | Apr 30, 2024 | 21 y | 8 |
| Shadi Maasri | Troy, Mi | May 7, 2024 | 10 y | 3 |
| Larry SfinasChartered Financial Consultant | Southampton, Pa | May 21, 2024 | 57 y | 12 |
| Ryan Reynolds | Colorado Spring, Co | May 28, 2024 | 11 y | 2 |
| Glen Howard ChesterCertified Financial Planner | Granada Hills, Ca | Jun 19, 2024 | 32 y | 2 |
| Nancy Lynne Daniel | Naples, Fl | Jul 8, 2024 | 32 y | 4 |
| David Robert CoughlinCertified Financial Planner | Orange Park, Fl | Aug 10, 2024 | 35 y | 3 |
| Josiah Gillson Sherk | Troy, Mi | Aug 27, 2024 | 13 y | 0 |
| Charlie Ray Kirven | Houston, Tx | Sep 3, 2024 | 42 y | 2 |
| Scott Michael Barth | Flower Mound, Tx | Sep 10, 2024 | 29 y | 2 |
| Richard A YemmCertified Financial Planner | Troy, Mi | Sep 24, 2024 | 34 y | 5 |
| Zachary Honess | Troy, Mi | Nov 1, 2024 | 11 y | 2 |
| Gregg William Huxley | Troy, Mi | Jan 6, 2025 | 28 y | 4 |
| Giovanni Antonio Malatesta | Argyle, Tx | Feb 13, 2025 | 21 y | 5 |
| Jill Ann Lowther | Troy, Mi | Feb 24, 2025 | 18 y | 2 |
| Frederick Feliciano | Troy, Mi | Mar 24, 2025 | 32 y | 2 |
| Michael Lynn FortnerCertified Financial Planner | Spring, Tx | Mar 28, 2025 | 26 y | 3 |
| Bangjie Yang | Mercier Island, Wa | Mar 31, 2025 | 12 y | 0 |
| Thaddeus William SchlaudCertified Financial Planner | Bloomfield Hills, Mi | May 23, 2025 | 13 y | 2 |
| Chad Michael WottonCertified Financial Planner | Bloomfield Hills, Mi | May 23, 2025 | 11 y | 1 |
Advisor movement
2 left, 13 joined in 12 months
net +11 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 3.7% of current headcount14 left over 36 months
Left, latest
- Eric Paul Hornyak to Emde Wealth Management LLCMay 22, 2026 · RIA to a state-registered adviser
- Daniel Eric Michael Schutz to Wealth Enhancement Advisory Services, LLCFeb 13, 2026 · RIA to affiliated broker-dealer or bank
- Jameson Alexander Holehouse to Destiny Capital CorporationApr 1, 2025 · RIA to RIA
- Michael Lawrence Albertson to Tradewell Tax & FinancialJan 24, 2025 · RIA to a newly registered adviser
- Wesley Douglass Phelps to Tradewell Tax & FinancialJan 24, 2025 · RIA to a newly registered adviser
- Thomas Joe Badders to Tradewell Tax & FinancialJan 24, 2025 · RIA to a newly registered adviser
- Susanne Marie Kullen to Ameriprise Financial Services, LLCDec 31, 2024 · RIA to affiliated broker-dealer or bank
- Jonathan James Smith to LPL Financial LLCSep 5, 2024 · RIA to affiliated broker-dealer or bank
- James Tietema to Foguth Wealth Management, LLC.Jun 21, 2024 · RIA to RIA
- Michael John Gloster to LPL Financial LLCMar 31, 2024 · RIA to affiliated broker-dealer or bank
- Morgan Leann Lawrence to Ae Wealth Management, LLCFeb 5, 2024 · RIA to affiliated broker-dealer or bank
- Jonathan Thomas to Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2, 2024 · RIA to wirehouse
- Bradley Owen Davidson to Emerson Equity LLCJan 29, 2024 · RIA to affiliated broker-dealer or bank
- Sarah S Burns to Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 28, 2023 · RIA to wirehouse
- Joseph Keyes Nelson to Emde Wealth Management LLCAug 24, 2023 · RIA to a state-registered adviser
Joined, latest
- Jason Kent Spencer from Independent Financial PartnersJun 24, 2026 · Affiliated broker-dealer or bank to independent RIA
- Lawrence Clay Spencer from Morgan StanleyJun 23, 2026 · Wirehouse to independent RIA
- Benson N Onyegbula from Asset Allocation Strategies, LLCMay 22, 2026 · RIA to RIA
- Karen R Noonan from Regal Investment Advisors LLCMay 18, 2026 · Other
- Blake Edward Hall from Thrivent Investment Management Inc.Apr 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Michael Laurence Digaetano from Independent Financial Group, LLCMar 31, 2026 · Affiliated broker-dealer or bank to independent RIA
- Leland Todd Proshek from SpcMar 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Barbara Ann Tourscher from LPL Financial LLCFeb 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Redfield Bonynge from Managed Asset Portfolios, LLCFeb 2, 2026 · RIA to RIA
- Matthew Black from Hornor, Townsend & Kent, LLCJan 13, 2026 · RIA to RIA
- Brennan Vincent Krengel from LPL Financial LLCDec 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kevin Paul Damman from Td Ameritrade Investment Management, LLCOct 8, 2025 · Other
- Daniel Eric Michael Schutz from Cig Asset Management, Inc.Oct 7, 2025 · RIA to RIA
- Matthew Robert Westberry from Scf Investment Advisors, Inc.Jul 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Chad Michael Wotton from Gainplan LLCMay 23, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Tradewell Tax & FinancialJan 24, 2025 · Troy, Mi
- 2 left for Osaic Wealth, Inc.Nov 25, 2019 · Troy, Mi
- 2 joined from Gainplan LLCMay 30, 2025 · Bloomfield Hills, Mi
- 2 joined from Scf Investment Advisors, Inc.Sep 9, 2024 · San Diego, Ca
- 3 joined from SpcSep 24, 2021 · Ann Arbor, Mi
- 2 joined from Concorde Asset Management, LLCApr 30, 2021 · Ann Arbor, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Eli Randall Joseph · Chief Compliance Officercontrolsince 05/2019 · owns less than 5%
- Eliott Bryan Spencer · Managing Membercontrolsince 04/2007 · owns 75% or more
Related persons
Schedule D 7.A
- Aurora Securities Incbroker-dealerreal estaten
- Secure Investors Group, Inc.real estaten
- Secure Tax Service, L.L.C.insurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Troy, Mi · principal | 34 | 10 | 2 | ||
| Bloomfield Hills, Mi | 6 | 0 | 0 | ||
| Kirkland, Wa | 4 | 0 | 0 | ||
| San Francisco, Ca | 3 | 0 | 0 | ||
| Bloomfield, Mi | 2 | 1 | 0 | ||
| Portland, Or | 2 | 0 | 0 | ||
| Mercier Island, Wa | 2 | 1 | 0 | ||
| Ladera Ranch, Ca | 0 | 0 | 0 | ||
| Fargo, Nd | 0 | 0 | 3 | ||
| Fort Wayne, In | 0 | 0 | 0 | ||
| Alabaster, Al | 0 | 0 | 0 | ||
| Lakewood, Co | 0 | 0 | 1 | ||
| Topeka, Ks | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Fort Wayne, IN9 employees
- Fargo, ND5 employees
- Bloomfield Hills, MI4 employees
- Kirkland, WA3 employees
- Clinton Township, MI2 employees
- Topeka, KS2 employees
- St. Louis, MO2 employees
- Elkhorn, NE1 employees
- Livonia, MI1 employees
- Simpsonville, SC1 employees
- , 1 employees
- Orange Park, FL1 employees
- Houston, TX1 employees
- Albion, MI1 employees
- Boulder, CO1 employees
- Colorado Springs, CO1 employees
- Cook, MN1 employees
- Utica, MI1 employees
- , 1 employees
- San Francisco, CA
- Portland, OR
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 18, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $890,034,531 to $870,615,187, advisors 49 to 55, private clients 4714 to 2877, offices 24 to 31 (2025-04-25 to 2026-03-18)peers: independent wealth managers, $500M to $1B (1,483)
- client count collapseChange between filings · filing Mar 18, 2026individual and HNW clients (Item 5.D) moved from 4,714.0 to 2,877.0 (-39.0%) between the annual amendments of 2025-04-25 and 2026-03-18; the peer median change was +5.0% (1216 comparable advisers, 3.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,216) · 2.6% percentile
What changed
consecutive filings, newest first
- Advisory employees · 55 to 54Mar 18, 2026 to Jun 24, 2026
- Employees · 55 to 54Mar 18, 2026 to Jun 24, 2026
- State-registered IARs · 55 to 54Mar 18, 2026 to Jun 24, 2026
- Accounts · 4,714 to 4,609Dec 23, 2025 to Mar 18, 2026
- HNW clients · 196 to 233Dec 23, 2025 to Mar 18, 2026
- Individual clients · 4,518 to 2,644Dec 23, 2025 to Mar 18, 2026
- Financial planning clients · 26-50 to 51-100Dec 23, 2025 to Mar 18, 2026
- Other offices · 27 to 31Dec 23, 2025 to Mar 18, 2026
- Discretionary RAUM · $825M to $789MDec 23, 2025 to Mar 18, 2026
- HNW RAUM · $444M to $507MDec 23, 2025 to Mar 18, 2026
- Individual RAUM · $446M to $364MDec 23, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $65.3M to $81.9MDec 23, 2025 to Mar 18, 2026
- RAUM · $890M to $871MDec 23, 2025 to Mar 18, 2026
- Advisory employees · 53 to 55Oct 31, 2025 to Dec 23, 2025
- Employees · 53 to 55Oct 31, 2025 to Dec 23, 2025
- State-registered IARs · 53 to 55Oct 31, 2025 to Dec 23, 2025
- Other offices · 26 to 27Oct 31, 2025 to Dec 23, 2025
- Advisory employees · 52 to 53Jul 29, 2025 to Oct 31, 2025
- BD registered reps · 26 to 38Jul 29, 2025 to Oct 31, 2025
- Employees · 52 to 53Jul 29, 2025 to Oct 31, 2025
- State-registered IARs · 52 to 53Jul 29, 2025 to Oct 31, 2025
- Advisory employees · 51 to 52Jun 26, 2025 to Jul 29, 2025
- Employees · 51 to 52Jun 26, 2025 to Jul 29, 2025
- Financial planning clients · 26-50 to 26-50Jun 26, 2025 to Jul 29, 2025
- State-registered IARs · 51 to 52Jun 26, 2025 to Jul 29, 2025
- Other offices · 23 to 26Jun 26, 2025 to Jul 29, 2025
- Advisory employees · 49 to 51May 12, 2025 to Jun 26, 2025
- Employees · 49 to 51May 12, 2025 to Jun 26, 2025
- State-registered IARs · 49 to 51May 12, 2025 to Jun 26, 2025
- Other offices · 24 to 23May 12, 2025 to Jun 26, 2025
- Advisory employees · 48 to 49Feb 4, 2025 to Apr 25, 2025
- Employees · 48 to 49Feb 4, 2025 to Apr 25, 2025
- State-registered IARs · 48 to 49Feb 4, 2025 to Apr 25, 2025
- Other offices · 25 to 24Feb 4, 2025 to Apr 25, 2025
- Accounts · 3,698 to 4,714Jan 22, 2025 to Feb 4, 2025
- HNW clients · 66 to 196Jan 22, 2025 to Feb 4, 2025
- Individual clients · 3,632 to 4,518Jan 22, 2025 to Feb 4, 2025
- Financial planning clients · 0 to 26-50Jan 22, 2025 to Feb 4, 2025
- Discretionary RAUM · $558M to $825MJan 22, 2025 to Feb 4, 2025
- HNW RAUM · $151M to $444MJan 22, 2025 to Feb 4, 2025
Signals
33 dated events
- Eric Paul Hornyak left Secure Asset Management, L.L.C. for Emde Wealth Management Llc (registered 2026-04-01)May 22, 2026 · Advisor changed firm · fact
- Daniel Eric Michael Schutz left Secure Asset Management, L.L.C. for Wealth Enhancement Advisory Services, Llc (registered 2026-04-21)Feb 13, 2026 · Advisor changed firm · fact
- Craig Alan Rottman no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPDFeb 3, 2026 · Advisor departure · fact
- Michael Victor Young no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPDJan 22, 2026 · Advisor departure · fact
- Austin Thomas Avery no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPDJan 22, 2026 · Advisor departure · fact
- Douglas Gene Schmitz no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPDJan 22, 2026 · Advisor departure · fact
- 2 advisors left Gainplan LLC (Bloomfield Hills, MI) for Secure Asset Management, L.L.C. on the same dayMay 30, 2025 · Team lift-out · derived
- Thomas Roy Mazza no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPDMay 14, 2025 · Advisor departure · fact
- Donald P Carnaghi no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPDMay 14, 2025 · Advisor departure · fact
- Jameson Alexander Holehouse left Secure Asset Management, L.L.C. for Destiny Capital Corporation (registered 2025-05-15)Apr 1, 2025 · Advisor changed firm · fact
- Secure Asset Management, L.L.C. reported RAUM $890.0M, up 48% from $599.6M (2025-01-22 to 2025-02-04)Feb 4, 2025 · RAUM change · derived
- Wesley Douglass Phelps left Secure Asset Management, L.L.C. for Tradewell Tax & Financial (registered 2025-01-16)Jan 24, 2025 · Advisor changed firm · fact
- Thomas Joe Badders left Secure Asset Management, L.L.C. for Tradewell Tax & Financial (registered 2025-01-16)Jan 24, 2025 · Advisor changed firm · fact
- Michael Lawrence Albertson left Secure Asset Management, L.L.C. for Tradewell Tax & Financial (registered 2025-01-16)Jan 24, 2025 · Advisor changed firm · fact
- 2 advisors left Secure Asset Management, L.L.C. (Troy, MI) for Tradewell Tax & Financial on the same dayJan 24, 2025 · Team lift-out · derived
- Susanne Marie Kullen left Secure Asset Management, L.L.C. for Ameriprise Financial Services, Llc (registered 2025-02-05)Dec 31, 2024 · Advisor changed firm · fact
- 2 advisors left Scf Investment Advisors, Inc. (San Diego, CA) for Secure Asset Management, L.L.C. within 10 daysSep 9, 2024 · Team lift-out · derived
- Jonathan James Smith left Secure Asset Management, L.L.C. for Lpl Financial Llc (registered 2024-09-18)Sep 5, 2024 · Advisor changed firm · fact
- James Tietema left Secure Asset Management, L.L.C. for Foguth Wealth Management, Llc. (registered 2025-07-11)Jun 21, 2024 · Advisor changed firm · fact
- Michael John Gloster left Secure Asset Management, L.L.C. for Lpl Financial Llc (registered 2024-02-13)Mar 31, 2024 · Advisor changed firm · fact
- Secure Asset Management, L.L.C. reported RAUM $599.6M, up 36% from $440.0M (2024-02-23 to 2024-03-20)Mar 20, 2024 · RAUM change · derived
- Morgan Leann Lawrence left Secure Asset Management, L.L.C. for Ae Wealth Management, Llc (registered 2024-02-02)Feb 5, 2024 · Advisor changed firm · fact
- Jonathan Thomas left Secure Asset Management, L.L.C. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-02-22)Feb 2, 2024 · Advisor changed firm · fact
- Bradley Owen Davidson left Secure Asset Management, L.L.C. for Emerson Equity Llc (registered 2024-02-02)Jan 29, 2024 · Advisor changed firm · fact
- Sarah S Burns left Secure Asset Management, L.L.C. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-12-07)Nov 28, 2023 · Advisor changed firm · fact
- Joseph Keyes Nelson left Secure Asset Management, L.L.C. for Emde Wealth Management Llc (registered 2025-09-29)Aug 24, 2023 · Advisor changed firm · fact
- Secure Asset Management, L.L.C. reported 36 state-registered advisory representatives, up from 23 (2023-02-01 to 2023-03-27)Mar 27, 2023 · Advisor headcount change · derived
- James Donald Koester left Secure Asset Management, L.L.C. for Brookstone Capital Management Llc (registered 2022-09-12)Oct 10, 2022 · Advisor changed firm · fact
- Kenneth William Wittenberg left Secure Asset Management, L.L.C. for Wittenberg Investments Inc. (registered 2018-07-19)Jul 6, 2022 · Advisor changed firm · fact
- Secure Asset Management, L.L.C. reported RAUM $387.3M, up 58% from $244.9M (2021-10-19 to 2022-03-15)Mar 15, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 248-414-1593reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-692-0300reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-693-3583reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/securefgreportedpublic record, Form ADV, Sep 17, 2026
- Website
- securefg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 248-414-1562reportedpublic record, Form ADV, Aug 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $16.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026