# Great Lakes Benefits and Wealth Management

Great Lakes Benefits and Wealth Management is a Multi Family Office based in Sandusky, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sandusky, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** greatlakesbenefits.com

## Regulatory record

- **CRD number:** 140440
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140440

## About

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT is a state-registered investment adviser in SANDUSKY, OH. The firm manages $71 million in assets, $67 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### How does Great Lakes Benefits and Wealth Management structure its client relationships?

The firm combines employee benefits administration with private wealth management, creating a bundled relationship that spans both qualified retirement plans and personal taxable portfolios. For business owners, this means the same advisory team handles company 401(k) design, fiduciary oversight, and participant education alongside private investment management, tax planning coordination, and estate strategy. The dual service model makes the firm particularly relevant during business exits, when a client's retirement plan assets and newly liquid wealth both require restructuring in coordination.

## Related profiles

- [Grayton Beach Capital](https://altss.com/profile/grayton-beach-capital-llc)
- [Great Lakes Financial Strategies](https://altss.com/profile/great-lakes-financial-strategies-llc)

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Last updated: 2026-07-11T01:13:44.000Z

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