Ziggy Wealth, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Royal Oak, Michigan
CRD number
328022
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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