# Wendt Financial Advisors

Wendt Financial Advisors is a Multi Family Office based in Bloomfield Hills, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bloomfield Hills, United States
- **Region:** North America
- **Address:** Bloomfield Hills, MI, United States
- **Founded:** 2003
- **Assets under management:** $100M–$500M (Altss estimate)
- **Website:** www.wendtfinancialadvisors.com

## Regulatory record

- **CRD number:** 308918
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308918

## About

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.

## Sectors

- Financial Services
- Real Estate
- Private Equity
- Fixed Income

## People

- C. Andrew Young — President
- Thomas R. Wendt — Founder

## 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.

## Related profiles

- [Masterton Capital Management](https://altss.com/profile/masterton-capital-management-lp)
- [Formula Wealth](https://altss.com/profile/formula-wealth)

---

Last updated: 2026-07-06T01:24:28.778Z

Canonical page: https://altss.com/profile/wendt-financial-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology