Armor Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,991,258
Total clients
62
8% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
62
Average account size
$241,794
About
Armor Wealth Strategies, LLC provides discretionary asset management to individual and high‑net‑worth clients and serves as a 3(21) fiduciary for retirement plans. The firm also offers financial planning and consulting services and accommodates client‑imposed investment restrictions.
The firm tailors investment programs to each client’s stated goals, time horizon and risk tolerance, drawing on fundamental, technical and charting analysis; strategies may include long‑term holdings, trading, options and alternative investments. Client accounts are monitored and reviewed regularly (quarterly) with attention to asset allocation, rebalancing and tax‑loss harvesting opportunities.
Noteworthy features include the firm’s relatively small scale — roughly $15 million in assets under management across about 60 clients — and an affiliated insurance practice through which the principal sells insurance products and may receive commissions, a conflict the brochure discloses. The brochure also discloses a past regulatory enforcement matter: an Acceptance, Waiver & Consent with FINRA in mid‑2022 regarding improper proof‑of‑funds letters that resulted in suspension and a fine.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $4,995 for Comprehensive Financial Plans; $995 per individualized consultation
$0 - $1,000,000: 1.50% $1,000,000.01 - $2,500,000: 1.25% $2,500,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.50% $20,000,001+: Negotiable
Advisors receive commissions as licensed insurance agents on insurance products sold; separate from advisory fees
Account minimum: $1,000,000 Minimum fee: Flat fee of $4,995 for Comprehensive Financial Plans; $995 per individualized consultation Fee-only: Flat fees for financial planning services as detailed above; asset management fees charged as annual percentage of AUM on a tiered basis
Main office location
Armor Wealth Strategies, LLC
33228 West 12 Mile Rd., #131
Farmington Hills MI 48334, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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