Firelands Wealth Management, LLC

Firelands Wealth Management serves individual investors — including high net worth clients — and pension/profit-sharing plans, providing discretionary and non-discretionary portfolio management, standalone financial planning, and pension consulting. The firm reports approximately $70.3 million in assets under management, supports two investment adviser representatives, and works with roughly 186 clients while operating seven offices.

The firm constructs tailored portfolios and model-based strategies that it monitors and rebalances on an ongoing basis, primarily using exchange-traded funds, mutual funds, U.S. government bonds, and equities. Firelands describes a mix of analytic techniques (charting, technical, fundamental, and cyclical analysis) and both long- and short-term trading approaches, and discloses use of AI tools for certain workflows and meeting transcription while noting attendant risks and that tax efficiency is not a primary management objective.

What distinguishes the firm from many peers is its ownership and affiliation structure: it is owned through an entity controlled by a credit union, and it discloses relationships with affiliated financial and professional service providers. The firm’s advisors are also licensed insurance agents who may earn commissions for insurance sales, and the firm’s managing member is a licensed attorney who may offer legal services under a separate agreement (approximately ten hours per month), all of which the brochure identifies as potential conflicts of interest that are disclosed to clients.