Great Lakes Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$162,024,392
Clients
248
16% high-net worth
Advisors
1
of 9 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
248
Very HighAverage account size
$653,324
About
Great Lakes Wealth, LLC provides asset management, comprehensive wealth management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, and employer plan sponsors through tiered service levels labeled Basic, Preferred, and Private. The firm reports approximately $166 million in assets under management across about 248 client relationships and charges percentage‑of‑AUM advisory fees.
The firm emphasizes continuous and regular account supervision and builds tailored portfolios that may include individual stocks, ETFs, mutual funds, options, alternative and private investments, with reviews and rebalancing at least quarterly. Its investment process draws on fundamental, technical and cyclical analysis and supports a range of strategies (long‑term, short‑term, trading, covered and uncovered options), while also using margin and permitting the use of third‑party sub‑advisors in certain accounts.
What is noteworthy in the brochure is that the firm’s supervised persons are registered representatives of Purshe Kaplan Sterling Investments (PKS) and Great Lakes Wealth is registered as an insurance agency, disclosures that signal the potential for commissionable securities and insurance sales alongside advisory services. The firm also explicitly discloses the use of options and margin in client accounts and a recent material amendment adding margin risk disclosure, and it employs third‑party managers for some client relationships—features that the brochure presents as managed and monitored but are less common among similar advisors.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Long-term care insurance
Charitable giving & philanthropy
General retirement planning
Fee options
$0 - $249,999.99: Conservative: 0.95%, Balanced: 1.75%, Growth: 1.90% $250,000 - $499,999.99: Conservative: 0.85%, Balanced: 1.25%, Growth: 1.75% $500,000 - $999,999.99: Conservative: 0.75%, Balanced: 1.00%, Growth: 1.25% $1,000,000 - $2,499,999.99: Conservative: 0.65%, Balanced: 0.90%, Growth: 0.95% $2,500,000 - $4,999,999.99: Conservative: 0.55%, Balanced: 0.80%, Growth: 0.85% $5,000,000 - $9,999,999.99: Conservative: 0.45%, Balanced: 0.65%, Growth: 0.70% $10,000,000 - $14,999,999.99: Conservative: 0.30%, Balanced: 0.40%, Growth: 0.55% $15,000,000+: Negotiated
Commissions received from insurance products and commissionable securities sales through Purshe Kaplan Sterling Investments, Inc. (PKS).
Account minimum: $100,000
Main office location
Great Lakes Wealth, LLC
22260 Haggerty Road, Suite 160
Northville MI 48167, United States
Number of offices
1
Most active in
Great Lakes Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Michigan · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")