# WEALTH PERSONAL

WEALTH PERSONAL is a RIA based in Elk Rapids.

## Overview

- **Organization type:** RIA
- **Headquarters:** Elk Rapids
- **Assets under management:** Undisclosed
- **Website:** https://wealthpersonal.com

## Regulatory record

- **CRD number:** 144800
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144800

## About

WEALTH PERSONAL is a state-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.

## Questions

### 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.

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Last updated: 2026-07-09T00:59:34.393Z

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