Great Lakes Wealth, LLC

EST. AUM
$166,285,421

CONTACTS

CLIENT ACCOUNTS
975

Firm Details

Metro area Detroit
CRD Number 282362
Website greatlakeswealth.us
Client types

Overview

Great Lakes Wealth, LLC is a Registered Investment Adviser based in Northville, Michigan, co-founded on July 1, 2016 by CEO and Chief Investment Officer Dewey D. Steffen (a 30-year industry veteran) and COO Michael P. Hartman. Marketing itself as offering "Wall Street Solutions with Main Street Values," the firm provides goals-based financial planning, asset and wealth management, and concierge-style client services using customized portfolios for clients of all sizes. It manages approximately $143 million in assets across roughly 921 accounts (predominantly discretionary), serving retail investors, high-net-worth individuals (32 HNW clients), and institutional clients, with a team of about 7–8 professionals. The firm has been repeatedly voted WDIV Click-On Detroit's "Best Financial Advisor in Metro Detroit" (2017–2023) and previously operated as an independent affiliate of Raymond James Investment Advisors Division. It is registered in California, Florida, Michigan, North Carolina, and Texas.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Great Lakes Wealth, LLC

Platform Details

Investment Preferences

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Address

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