Updated:
WEALTH & WELLNESS GROUP, LLC
Wealth & Wellness Group, LLC is an SEC-registered investment adviser in Brighton, MI. The firm manages $65 million in assets, $63 million on a discretionary...
WEALTH & WELLNESS GROUP, LLC
Wealth & Wellness Group, LLC is an SEC-registered investment adviser in Brighton, MI. The firm manages $65 million in assets, $63 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the investment focus of WEALTH & WELLNESS GROUP, LLC?
The firm's investment focus is not publicly disclosed. Limited public records do not specify any asset-class preferences, sector targets, or geographic regions. The entity name hints at a possible integration of wealth management with wellness, but no documented strategy confirms this.
Who are the key principals at WEALTH & WELLNESS GROUP, LLC?
No named principals or officers appear in public records or financial databases. The firm's registration does not list investment professionals or executives. Without a website or LinkedIn page, leadership remains anonymous.
Is WEALTH & WELLNESS GROUP, LLC a single-family office or multi-family office?
Based on the entity name structure—using 'Group' and 'LLC'—it likely operates as a multi-family office serving multiple high-net-worth families. However, no official materials confirm this classification. The firm's regulatory filings do not specify its office type.
Does WEALTH & WELLNESS GROUP, LLC disclose its AUM or deployment activity?
No. No public source reports assets under management, deployment numbers, or any capital activity. The firm is not registered with the SEC as a reporting investment adviser, and no state-level filings indicate investment discretion over investor assets.
What is the structure of WEALTH & WELLNESS GROUP, LLC?
The firm is a limited liability company registered in an undisclosed jurisdiction. Without a website or public profile, its organizational structure, fund vehicles, and operating subsidiaries remain unknown. The entity may hold a state securities license or operate as an unregulated trust.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: