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Wendt Financial Advisors
WENDT FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $88 million in regulatory assets under management.
Wendt Financial Advisors
WENDT FINANCIAL ADVISORS, LLC is an SEC-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
AUM
$100M–$500M (Altss estimate)
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.
Is Wendt Financial Advisors a single-family or multi-family office?
It operates as a multi-family office serving multiple high-net-worth families. It is structured as a registered investment adviser (RIA) regulated by the SEC.
Where does the underlying wealth at Wendt Financial Advisors come from?
The source of wealth for the firm's client families has not been publicly disclosed, which is typical for multi-family offices that prioritize client privacy.
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 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.
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