Great Lakes Wealth, LLC
● SEC registered since 2021CRD 282362SEC# 801-121370Northville, MI
Reg. AUM
$166.3M
Employees
9
Accounts
975
Location
Northville, MI
Great Lakes Wealth, LLC assets under management
Great Lakes Wealth, LLC operates as an SEC-registered investment adviser based in Northville, MI. The firm has been registered since 2021. It reports $166.3 million in regulatory assets under management and employs 9 people.
Great Lakes Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| American Wealth, LLC Control | Member | Over 75% | 2016 |
| Dewey Deane Steffen Control | Chief Compliance Officer | Under 5% | 2022 |
| Dewey Deane Steffen Control | Chief Executive Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Great Lakes Wealth, LLC manage?
Great Lakes Wealth, LLC reports $166.3 million in regulatory assets under management on its Form ADV.
How many employees does Great Lakes Wealth, LLC have?
Great Lakes Wealth, LLC reports 9 employees.
Where is Great Lakes Wealth, LLC located?
Great Lakes Wealth, LLC is based in Northville, MI and has been SEC-registered since 2021.
Does Great Lakes Wealth, LLC disclose fund performance?
Great Lakes Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22260 Haggerty Road, Suite 160, Northville, MI 48167 |
| Phone | (248) 378-1200 |
| Office hours | 8 a.m. - 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$166.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$166.3Mregulatory AUM
Discretionary $162MNon-discretionary $4.3M