Southwest Michigan Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,405,000
Total clients
166
2% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$177,139
About
Southwest Michigan Wealth Management serves individuals, high‑net‑worth clients, families and small businesses and, as of year‑end 2024 managed about $29.4 million for roughly 166 client relationships. The firm provides discretionary portfolio management through third‑party asset managers and offers comprehensive and issue‑based financial planning, including written financial action plans for clients.
The firm selects and monitors third‑party asset managers — naming Foundations Investment Advisors as a sub‑advisor — and retains discretion to hire or replace managers while maintaining the client relationship and monitoring investment objectives and risk tolerance. Its investment analysis includes fundamental, technical and cyclical methods, and account oversight includes monthly reviews and at least annual client meetings to update goals and risk profiles.
Compared with many peers, the firm discloses affiliations with an insurance company and that its principal is a licensed insurance agent who may recommend commission‑bearing insurance products; these activities and the related conflicts are disclosed and described as mitigated by fiduciary obligations and internal policies. The brochure also indicates the firm conducts educational seminars or workshops for clients or prospects, a service offering that is less common among similarly supported firms.
Client services
Expertise
Fee options
$1 - $750,000: 1.35% $750,001 - $1,500,000: 1.20% $1,500,001+: 1.10%
Fee-only: Financial planning fees included in advisory services; Written Retirement Plan fee: $1,800; Limited retirement account investment recommendations: $360 annually
Main office location
Southwest Michigan Wealth Management, LLC
4341 S. Westnedge Avenue, Suite 1201
Kalamazoo MI 49008, United States
Number of offices
2
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
Quick links
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