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WASSERMAN WEALTH MANAGEMENT, LLC
WASSERMAN WEALTH MANAGEMENT, LLC
FARMINGTON HILLS, Michigan
·
2 registered advisors
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CRD# 124556
SEC# 801-66931
0
248.626.3900
01
Firm Overview
AUM
$306M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WASSERMAN WEALTH MANAGEMENT, LLC
2 registered advisors
Bradley Alan Wasserman
FARMINGTON HILLS, Michigan
CRD# 4619520
Keith Christopher Rybak
FARMINGTON HILLS, Michigan
CRD# 5773609
05
Office Locations
FARMINGTON HILLS, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. WASSERMAN WEALTH MANAGEMENT, LLC (CRD# 124556) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.