# Richmark Private Wealth Management

> 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.

- CRD: 290854
- Filed as: RICHMARK PRIVATE WEALTH MANAGEMENT
- Legal name: Richmark Private Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frankenmuth, MI
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290854
- AdvisorCensus page: https://advisorcensus.com/firm/richmark-private-wealth-management-frankenmuth-mi-290854

## Quick answers

**How is Richmark Private Wealth Management compensated?**
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).

**Where is Richmark Private Wealth Management located?**
Richmark Private Wealth Management's principal office is in Frankenmuth, MI, according to its Form ADV.

**Is Richmark Private Wealth Management registered with the SEC or a state?**
Richmark Private Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290854.

**How much does Richmark Private Wealth Management manage?**
Richmark Private Wealth Management reports $61,121,900 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Richmark Private Wealth Management serve?**
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).

**Does Richmark Private Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,121,900
- Discretionary: $61,121,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 348 | $43,493,189 |
| High net worth individuals | 8 | $7,914,485 |
| Business development companies | 8 | $271,278 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $2,703,801 |
| Charitable organizations | Fewer than 5 | $6,739,147 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- richmarkpwm.com
- richmarkpwm.net
- Facebook @richmarkpwm
- LinkedIn @richmark-private-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Richmark Private Wealth Management (CRD 290854): Form ADV filing data as of October 2026.