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Larry Peter Schwartz

WEALTHCARE ADVISORS, LLC·BLOOMFIELD HILLS, Michigan
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36800 WOODWARD AVE.,, BLOOMFIELD HILLS, MI 48304CRD# 6014168Firm CRD# 159835
01

About

Larry Peter Schwartz is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with WEALTHCARE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHCARE ADVISORS, LLC
WEALTHCARE ADVISORS, LLC
AUM
$40M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEALTHCARE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6014168
Firm CRD# 159835
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Peter Schwartz offer?
Larry Peter Schwartz specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Larry Peter Schwartz's credentials?
Larry Peter Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Peter Schwartz located?
Larry Peter Schwartz is based in BLOOMFIELD HILLS, Michigan, working with WEALTHCARE ADVISORS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Larry Peter Schwartz charge for services?
Larry Peter Schwartz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHCARE ADVISORS, LLC?
WEALTHCARE ADVISORS, LLC has approximately 4 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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