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WEALTH & WELLNESS GROUP, LLC
Wealth & Wellness Group, LLC is a state-registered investment adviser in Brighton, MI. The firm manages $65 million in assets, $63 million on a discretionary...
Overview
Wealth & Wellness Group, LLC is a state-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.
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 as a reporting investment adviser, and no state-level filings indicate investment discretion over investor assets.
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