← Directory
GREAT LAKES WEALTH, LLC
CRD 282362File 801-121370
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$166.3M
Bottom 25% of cohort (national)
Discretionary AUM
$162.0M
Non-discretionary $4.3M
Clients
248
975 accounts
Employees
9
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 2, 2021
- Principal office
- 22260 HAGGERTY ROAD, SUITE 160, NORTHVILLE, MI, 48167
- Phone
- (248) 378-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $166.3M
- Discretionary AUM
- $162.0M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 972
- Non-discretionary accounts
- 3
- Total accounts
- 975
- AUM per client
- $671K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $90.1M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 209 | $71.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.