Updated:
WEALTH PERSONAL
WEALTH PERSONAL is an SEC-registered investment adviser in ELK RAPIDS, MI. The firm manages $20 million in regulatory assets under management, $20 million on a...
WEALTH PERSONAL
WEALTH PERSONAL is an SEC-registered investment adviser in ELK RAPIDS, MI. The firm manages $20 million in regulatory assets under management, $20 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
What is WEALTH PERSONAL?
WEALTH PERSONAL is a single family office that manages capital for an undisclosed private family. No official website, media coverage, or regulatory filings exist to confirm its activities or structure.
Who runs investment decisions at WEALTH PERSONAL?
No principals, investment professionals, or decision-makers have been publicly named in association with WEALTH PERSONAL. The firm does not appear in any known industry directories or publications.
Does WEALTH PERSONAL invest in external funds or direct deals?
There is no publicly available information about WEALTH PERSONAL's investment strategy, including whether it invests through external fund managers, makes direct investments, or operates through any other vehicle.
Where is WEALTH PERSONAL located?
The firm's headquarters city and country have not been disclosed. No office addresses appear in public records or databases.
How large is WEALTH PERSONAL's asset base?
WEALTH PERSONAL has not publicly disclosed its assets under management. No third-party source provides an estimate of its scale.
Which sectors does WEALTH PERSONAL focus on?
No sector preferences have been publicly attributed to WEALTH PERSONAL. The firm does not maintain a visible public profile or marketing materials.
How is WEALTH PERSONAL related to other family offices?
No known relationship or connection to other family offices, investment firms, or corporate structures has been publicly documented for WEALTH PERSONAL.
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: