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GREAT LAKES WEALTH, LLC

NORTHVILLE, MI · CRD 282362 · IAPD ↗ · (248) 378-1200

$166.3MRegulatory AUM
3Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — GREAT LAKES WEALTH, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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