Great Lakes Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northville, MI. Its latest Form ADV filing, dated March 30, 2026, reports $166M in regulatory assets under management, 9 employees, and 975 accounts.
Assets Under Management
$166M
Employees
9
Offices
--
Total Clients
248
Primary office
NORTHVILLE, MI
22260 HAGGERTY ROAD, SUITE 160, NORTHVILLE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
209
2
HNWI
15.7%
39
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 30, 2026
Discretionary97.4%
$162M
97% of total RAUM97.4%
Non-discretionary2.6%
$4M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$166M
Total Accounts975
10Y AUM Change+$121M (+268.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+4 (+80.0%)
* 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.