Wealth Personal

Overview

Wealth Personal is an independent, Michigan-registered advisory corporation owned by an individual and oriented toward private clients. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. Its fee model combines a percentage-of-AUM component with fixed-fee engagements. Wealth Personal is not positioned as an ESG-focused or multi-state adviser; it lists an affiliation with an insurance company and does not identify as a pension consultant or separate capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices