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Elemint Wealth Management

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Grand Rapids
CRD Number
Website elemintwealth.com
Client types

Overview

Elemint Wealth Management is an independent advisory firm based in Traverse City, Michigan, serving individuals, families, and businesses. The team emphasizes relationship-driven planning and delivers the resources of a large platform through affiliations with LPL Financial (brokerage/custody) and Private Advisor Group (RIA). Core services include comprehensive financial planning, retirement and education planning, insurance and risk management, tax-aware strategies, and investment management. Portfolios are tailored to client goals and may use mutual funds, ETFs, individual equities and bonds, options, and select alternatives. The firm also partners with LPL Private Client Group to support complex needs for high-net-worth clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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