Investment adviser · CRD 146564
WOLVERINE WEALTH ADVISORY SERVICES INC.
Investment adviser filing (IA)
BLOOMFIELD HILLS, MI, United States · Form ADV filed Jan 15, 2026
- Regulatory AUM
- $141M Form ADV · Item 5.F
- Client accounts
- 215 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $125,946,254 | 89.4% |
| Retirement plans | Fewer than 5 | $7,668,719 | 5.4% |
| Individuals | 34 | $7,119,528 | 5.1% |
| Charities | Fewer than 5 | $163,584 | 0.1% |
Filing source
Form ADV 2040632 · Jan 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
40900 WOODWARD AVE., STE. 100BLOOMFIELD HILLS, MI, 48304, United States
CRD 146564
Filing source
Form ADV 2040632 · Jan 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.