Money Evolution

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
269917
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Money Evolution, LLC is a Michigan-registered advisory firm structured as a limited liability company and owned by an individual principal. Its core service offering is financial planning, delivered on an hourly or fixed-fee basis rather than as a fee percentage of assets. The firm is categorized as "Unclassified" in available records and is not identified as a capital allocator, pension consultant, or related adviser. It does not identify as an active ESG investor and does not operate as a multi-state adviser. The combination of hourly and fixed fees and the emphasis on financial planning suggests the practice is oriented toward advice and planning engagements rather than discretionary asset management or large-scale institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • William Lethemon

    Financial Advisor and Registered RepresentativeCRD 2502066

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bloomfield Hills, MI

Oakland

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
21 E Long Lake Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth