BLOOMFIELD HILLS, MICRD 146564Latest ADV January 15, 2026
Wolverine Wealth Advisory Services Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated January 15, 2026, reports $141M in regulatory assets under management, 1 employee, and 215 accounts.
Assets Under Management
$141M
Employees
1
Offices
--
Total Clients
65
Primary office
BLOOMFIELD HILLS, MI
40900 WOODWARD AVE., STE. 100, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.3% of total clients.
Top client categories% of clientsClients
1
Individuals
52.3%
34
2
HNWI
47.7%
31
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of January 15, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts215
10Y AUM Change+$20M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee65:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.