Ziggy Wealth, LLC
Firm details
- Headquarters
- Royal Oak, Michigan
- CRD number
- 328022
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Ziggy Wealth, LLC is an independent registered investment advisor organized as a limited liability company and registered in Michigan. The firm identifies itself as a capital allocator and its primary advisory activity is the selection of other advisers, which indicates it sources and places client capital with third‑party managers rather than running a broad in‑house lineup of strategies. Ownership is listed as individual. The firm reports a fee structure categorized as "Other." Industry affiliation information includes a connection with a law firm. Ziggy Wealth is not flagged as an active ESG investor and is not designated as a multi‑state adviser.
Assets & Accounts
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
Location
Royal Oak, MI
Oakland
Location
Royal Oak, MI
Headquartered in Royal Oak, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 414 W 5th St
- Time zone
- ET (UTC-5)
- Office locations
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