# Great Lakes Wealth, LLC

> Great Lakes Wealth, LLC is an SEC-registered investment advisory firm in Northville, MI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 282362
- Filed as: GREAT LAKES WEALTH, LLC
- Also doing business as: AMERICAN PRIVATE WEALTH, AMERICAN WEALTH, LLC, GREAT LAKES PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northville, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282362
- AdvisorCensus page: https://advisorcensus.com/firm/great-lakes-wealth-llc-northville-mi-282362

## Quick answers

**How is Great Lakes Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Great Lakes Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Great Lakes Wealth, LLC located?**
Great Lakes Wealth, LLC's principal office is in Northville, MI, according to its Form ADV.

**Is Great Lakes Wealth, LLC registered with the SEC or a state?**
Great Lakes Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282362.

**How much does Great Lakes Wealth, LLC manage?**
Great Lakes Wealth, LLC reports $166,285,421 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary).

**How have Great Lakes Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Great Lakes Wealth, LLC: Regulatory assets under management: $108,386,243 in the October 2021 data and $166,285,421 in the October 2026 data, up 53%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Great Lakes Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (39).

**Which custodians does Great Lakes Wealth, LLC use?**
Great Lakes Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Great Lakes Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282362

**What changed in Great Lakes Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $143,150,134 to $166,285,421 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $166,285,421
- Discretionary: $162,024,392
- Non-discretionary: $4,261,029

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $71,892,619 |
| High net worth individuals | 39 | $90,131,773 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,261,029 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatlakeswealth.us
- Facebook @GREATLAKESWEALTH
- LinkedIn @GREAT-LAKES-WEALTH
- X @GLWEALTH
- YouTube @GLWealth
- YouTube @WhatDeweyDoPodcast

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,386,243 | 6 | September 24, 2021 |
| October 2022 | $121,235,015 | 7 | August 26, 2022 |
| October 2023 | $112,557,571 | 8 | March 28, 2023 |
| October 2024 | $116,999,327 | 7 | June 21, 2024 |
| October 2025 | $143,150,134 | 6 | March 27, 2025 |
| October 2026 | $166,285,421 | 9 | March 30, 2026 |

Regulatory assets under management: $108,386,243 in the October 2021 data and $166,285,421 in the October 2026 data, up 53%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $143,150,134 to $166,285,421 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Lakes Wealth, LLC (CRD 282362): Form ADV filing data as of October 2026.