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.

Former SEC-registered adviser

Wealth For You Financial, LLC

STATE REGISTEREDGrand Blanc, MichiganCRD 305627IAPD
Latest filing May 7, 2026
First filing on the tape May 7, 2026 · 1 filings
RAUM
$65.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$60.9M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
RAUM per advisor
$21.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
97derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$939,123derivedHNW RAUM over HNW clients
Average account
$101,186derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$47.8M74%
  • High-net-worth individuals$13.1M20%
  • Corporations and businesses$3.6M5.6%
  • Charitable organizations$445,6780.7%
Individual clients
278reported
HNW clients
14reported
Pension plan clients
0reported
Charitable clients
3reported
Accounts
642reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Parker Douglas BarnettGrand Blanc, MiJan 12, 202412 y0
Gage Dee HarrisGrand Blanc, MiJul 16, 202510 y0
Jacob William LoucksCharlotte, Nc Mar 30, 202610 y1
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Grand Blanc, Mi · principal310
    Charlotte, Nc111
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    4 dated events
    • Ariel Monclova Gonzalez left Wealth For You Financial, Llc for Signal Advisors Wealth, Llc (registered 2026-04-22)
      Apr 14, 2026 · Advisor changed firm · fact
    • Jeffrey V Covert left Wealth For You Financial, Llc for Team Covert, Llc (registered 2025-06-16)
      May 31, 2024 · Advisor changed firm · fact
    • Sarah Jane Fletcher left Wealth For You Financial, Llc for Team Covert, Llc (registered 2024-06-04)
      May 21, 2024 · Advisor changed firm · fact
    • 2 advisors left Wealth For You Financial, LLC (Grand Blanc, MI) for Team Covert, LLC within 10 days
      May 21, 2024 · Team lift-out · 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
    Principal office phone
    810-695-7510reportedpublic record, Form ADV, May 7, 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
    STATE REGISTEREDderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026