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SEC-registered adviser

L••••• W••••• A•••••••• L••

Independent wealth managerClinton Township, MichiganCRD 281810SEC 801-132330websiteIAPD
Latest filing Mar 17, 2026
First filing on the tape Mar 14, 2025 · 2 filings
SEC status approved since Apr 4, 2025
RAUM
$132M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$129M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$66.2M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$132M as of Mar 17, 2026
Mar 14, 2025$103M then
HNW client RAUM$62.1M as of Mar 17, 2026
Mar 14, 2025$48.8M then
State-registered IARs (5.B.3)2 as of Mar 17, 2026
Mar 14, 20252 then
Employees (5.A)2 as of Mar 17, 2026
Mar 14, 20252 then
Private funds: no history
RAUM +29% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$66.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
124derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.4MderivedHNW RAUM over HNW clients
Average account
$219,784derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+29%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+14%derived
Compensation
percentage of assets, hourly, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$66.9M51%
  • High-net-worth individuals$62.1M47%
  • Charitable organizations$3.3M2.5%
Individual clients
203reported
HNW clients
45reported
Pension plan clients
n/areported
Charitable clients
3reported
Accounts
602reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
G•••••• M• C••••••Clinton Township, MiJan 30, 201719 y2
J•••••• J•••• B••••Clinton Township, MiJan 1, 202515 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • B••••• J••••••• J•••• · Managing Member Officer/Investment Advisor Representativecontrol
      since 09/2015 · owns 50% to 75%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Clinton Township, Mi · principal200
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 523 to 602
      Mar 14, 2025 to Mar 17, 2026
    • HNW clients · 42 to 45
      Mar 14, 2025 to Mar 17, 2026
    • Individual clients · 175 to 203
      Mar 14, 2025 to Mar 17, 2026
    • Discretionary RAUM · $103M to $132M
      Mar 14, 2025 to Mar 17, 2026
    • HNW RAUM · $48.8M to $62.1M
      Mar 14, 2025 to Mar 17, 2026
    • Individual RAUM · $50.8M to $66.9M
      Mar 14, 2025 to Mar 17, 2026
    • RAUM · $103M to $132M
      Mar 14, 2025 to Mar 17, 2026
    Signals
    No event on the tape.
    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
    586-273-0072reportedpublished by the firm, firm site, Sep 17, 2026
    Business phone
    888-501-2361reportedpublished by the firm, firm site, Sep 17, 2026
    Firm profile
    linkedin.com/company/35648999/adminreportedpublic record, Form ADV, Sep 21, 2026
    Website
    L•••••-WEALTH.COMreportedpublic record, Form ADV, Sep 21, 2026
    Principal office phone
    586-273-0072reportedpublic record, Form ADV, Mar 17, 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
    $66.2Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026