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WASSERMAN WEALTH MANAGEMENT, LLC

FARMINGTON HILLS, MI · CRD 124556 · IAPD ↗ · 248.626.3900

$306.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — WASSERMAN WEALTH MANAGEMENT, LLC (FARMINGTON HILLS, MI) left the SEC roster (was $306.0M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.