WASSERMAN WEALTH MANAGEMENT, LLC
Farmington Hills, Michigan
5.0
1 Review
Wasserman Wealth Management, LLC is a small investment advisory firm based out of Farmington Hills, MI, with one office. With a team of five dedicated professionals, Wasserman Wealth Management provides comprehensive investment advisory services to its clients. The firm's expertise lies in managing assets for high net worth individuals, and they currently oversee a total of $267,394,000 in assets under management for over 110 individual clients.
Led by experienced advisors Michelle Lobbia, Keith Rybak, and Bradley Wasserman, Wasserman Wealth Management offers personalized financial strategies tailored to each client's unique goal...
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Assets Under Mgmt
$267.39M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Articles
Articles
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