Wealth Management Services, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 131012
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Wealth Management Services, LLC is a Michigan-based limited liability company organized as an owner-operated advisory practice. The firm lists financial planning and pension consulting among its advisory activities and bills clients on hourly and fixed-fee schedules rather than asset-based fees. It does not identify as an ESG investor and is not structured as a multi-state adviser or a capital allocator; its public profile classifies the firm as unclassified.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Julie Keating
Financial Plan AdministratorCRD 6302667
Timothy Lata
Financial AdvisorCRD 2295579
David Petoskey
Founder & PresidentCRD 2030138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 42714 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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