# WEALTH & WELLNESS GROUP, LLC

WEALTH & WELLNESS GROUP, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 337631
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337631

## About

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.

## 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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Last updated: 2026-08-14T12:30:00.000Z

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