Updated:
Wendt Financial Advisors
WENDT FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $88 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
WENDT FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $88 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
Bloomfield Hills, MI, United States
Principals
C. Andrew Young
President
Thomas R. Wendt
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Wendt Financial Advisors?
President C. Andrew Young leads the firm's investment and client-service team. The firm was founded by Thomas R. Wendt, who remains involved. Specific portfolio-management processes are not publicly detailed.
What investment approach does Wendt Financial Advisors use?
The firm allocates across public equities, fixed income, mutual funds, direct real estate, and private equity partnerships. It focuses on customized portfolios tailored to individual family objectives rather than a standardized strategy.
Does Wendt Financial Advisors invest directly or through funds?
Both. The firm uses mutual funds and ETFs for public-market exposure and also makes direct investments in real estate and participates in private equity limited partnerships.
What geographic areas does Wendt Financial Advisors cover?
The firm is based in Bloomfield Hills, Michigan, and primarily serves families in the Midwest region of the United States.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Wendt Financial Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.