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MD WEALTH MANAGEMENT, LLC

CHELSEA, MI · CRD 297823 · IAPD ↗ · mdwmllc.com · 734-433-9600

$109.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — MD WEALTH MANAGEMENT, LLC (CHELSEA, MI) is newly SEC-registered with $105.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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