{
  "crd_number": 290854,
  "slug": "richmark-private-wealth-management-frankenmuth-mi-290854",
  "primary_business_name": "RICHMARK PRIVATE WEALTH MANAGEMENT",
  "legal_name": "RICHMARK PRIVATE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Frankenmuth",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "40980",
  "metro": {
    "cbsa_code": "40980",
    "common_name": "Saginaw",
    "msa_name": "Saginaw, MI",
    "path": "/advisors/mi/saginaw"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-06-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 61121900.0,
  "raum_discretionary": 61121900.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6739147.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 43493189.0,
      "count": 348
    },
    "high_net_worth_individuals": {
      "raum": 7914485.0,
      "count": 8
    },
    "pooled_investment_vehicles": {
      "raum": 2703801.0,
      "count": 13
    },
    "business_development_companies": {
      "raum": 271278.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "MI"
  ],
  "websites": [
    "https://facebook.com/richmarkpwm",
    "https://linkedin.com/company/richmark-private-wealth-management/about",
    "https://richmarkpwm.com",
    "https://richmarkpwm.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290854",
  "city_as_filed": "FRANKENMUTH",
  "url": "https://advisorcensus.com/firm/richmark-private-wealth-management-frankenmuth-mi-290854",
  "display_name": "Richmark Private Wealth Management",
  "summary": "Richmark Private Wealth Management is a state-registered investment advisory firm in Frankenmuth, MI, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Richmark Private Wealth Management (CRD 290854): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Richmark Private Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Richmark Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Richmark Private Wealth Management located?",
      "a": "Richmark Private Wealth Management's principal office is in Frankenmuth, MI, according to its Form ADV."
    },
    {
      "q": "Is Richmark Private Wealth Management registered with the SEC or a state?",
      "a": "Richmark Private Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290854."
    },
    {
      "q": "How much does Richmark Private Wealth Management manage?",
      "a": "Richmark Private Wealth Management reports $61,121,900 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Richmark Private Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (348); pooled investment vehicles (other than investment companies and business development companies) (13); high net worth individuals (8)."
    },
    {
      "q": "Does Richmark Private Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290854"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/richmark-private-wealth-management-frankenmuth-mi-290854.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 348,
      "fewer_than_5": false,
      "raum": 43493189.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 7914485.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 271278.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 2703801.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 6739147.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290854",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}