Wellsage Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high‑net‑worth clients, family offices, and small businesses. In its initial Form ADV filing the firm reported no assets under management and operates as a fee‑only fiduciary.
The firm emphasizes cost‑efficient, long‑term portfolio construction with low‑cost ETFs as the core, adding individual securities, options overlays, or targeted diversifying exposures only when appropriate; alternative exposures are implemented exclusively through publicly registered or exchange‑traded vehicles and are generally targeted at under 10% of a portfolio. Wellsage uses centrally managed “House” or model portfolios as a scalable starting point and tailors allocations to each client’s Investment Policy Statement, applying tax‑aware implementation and periodic rebalancing.
What differentiates the firm from many peers is its explicit financial education offering and seminar/workshop programming — including next‑generation and executive education delivered one‑on‑one, in family settings, or as group workshops — alongside an hourly billing option for planning and education work (standard hourly rates disclosed in the brochure, with discounts and a limited number of complimentary hours for advisory clients). The firm is newly formed and founder‑owned; the principal combines legal and business graduate credentials with recent corporate strategic finance experience, and the firm does not sponsor private funds, a narrower product scope than some managers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement income strategy
Tax-loss harvesting
Concentrated stock management
Options & derivatives strategies
Business exit / sale strategy
Occupation focus
Executive
Founder/Business Owner
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Financial Planning Services: $300/hour standard rate, discounted to $150/hour for AUM clients after 5 free hours per year; Financial Education Services: $300/hour, discounted to $150/hour for AUM clients; billed in 15-minute increments
Account minimum: $750,000 (typical minimum for portfolio management services; exceptions may be made at discretion) Minimum fee: $4,000 minimum annual fee applicable to all accounts Fee-only: Fee-only advisory; no commissions, no 12b-1 fees, no product sales commissions
Main office location
Wellsage Wealth Management LLC
302 W. Main Street
Northville MI 48167, United States
Number of offices
2
Most active in
Wellsage Wealth Management LLC 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 not active or affiliated with:
-
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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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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