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Wolverine Wealth Advisory Services Inc. (Bloomfield Hills)


Wolverine Wealth Advisory Services Inc. is an adviser based in Bloomfield Hills. It manages $54 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Michigan.




Wolverine Wealth Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wolverine Wealth Advisory Services: assets under management

The assets under management (AUM) of Wolverine Wealth Advisory Services Inc. is $54 million. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wolverine Wealth Advisory Services Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bloomfield Hills

The principal office where Wolverine Wealth Advisory Services Inc. performs its advisory services is located at 40900 Woodward Ave., Ste. 265, Bloomfield Hills, MI 48304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-220-2202 or by fax 248-220-2204. The normal business hours are 8:30 am - 5:00 pm on Other.


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