Unclaimed Profile

Lyle Matthew Wolberg

TELEMUS CAPITAL, LLC·SOUTHFIELD, Michigan

Series 7, Series 24, Series 63, Series 65Clean record15 years registeredTELEMUS CAPITAL, LLC

TWO TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 2348402Firm CRD# 168794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lyle Matthew Wolberg · SOUTHFIELD, MI

Registration

CRD #2348402 · TELEMUS CAPITAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

NORTHCOAST ASSET MANAGEMENT LLC

Jan 2025 – Mar 2026

Southfield, MI

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Mar 2024 – Dec 2024

SOUTHFIELD, MI

TELEMUS CAPITAL, LLC

Sep 2013 – Mar 2024

SOUTHFIELD, MI

TELEMUS INVESTMENT MANAGEMENT, LLC

Aug 2010 – Sep 2013

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 31, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TELEMUS CAPITAL, LLC

CRD 168794 · SEC 801-78535

AUM

$3.0B

Regulatory assets under management

Employees

4,367 client accounts

Services offered by TELEMUS CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TELEMUS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Lyle Matthew Wolberg offer?

Lyle Matthew Wolberg specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Lyle Matthew Wolberg's credentials?

Lyle Matthew Wolberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lyle Matthew Wolberg located?

Lyle Matthew Wolberg is based in SOUTHFIELD, Michigan, working with TELEMUS CAPITAL, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Lyle Matthew Wolberg charge for services?

Lyle Matthew Wolberg'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 TELEMUS CAPITAL, LLC?

TELEMUS CAPITAL, LLC has approximately 52 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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