Tetra Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$694,000
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$99,143
About
Tetra Wealth Management provides financial planning and ongoing investment supervisory services primarily to inheritors, high‑net‑worth individuals, and foundations/charities, generally targeting clients with investable assets of $1,000,000 or more. The firm offers stand‑alone financial planning engagements (hourly or flat‑fee) as well as discretionary portfolio management for clients who place assets under its supervision.
The firm documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis with custody and trade execution directed to Charles Schwab. Its investment approach combines fundamental, technical, and cyclical analysis within a long‑term buy‑and‑hold orientation while also employing short‑term trading and options when appropriate; accounts are monitored daily and reviewed at least monthly, and the firm does not accept proxy‑voting authority for client securities.
Distinctive disclosures in the brochure include an affiliated mortgage brokerage (Tetra Home Loans LLC), an outside business activity the firm notes could create conflicts if clients use those mortgage services, and a policy to provide advisory services to heirs at no advisory fee. The firm also operates limited client onboarding windows each year and maintains a 12‑month fee‑reversal policy for planning clients, practices that are less common among comparable independent advisors.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Debt management
Options & derivatives strategies
Tax-loss harvesting
Fee options
Typical flat financial planning fee is $20,000
$1,000,000+: 1.0% annual fee
$250 to $500 per hour, negotiable
Account minimum: $1,000,000
Main office location
Tetra Wealth Management
Grosse Pointe Shores MI, United States
Number of offices
1
Most active in
Tetra Wealth Management has reported serving >5 clients in these states in the last 12 months.
Michigan
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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