# Wealth & Wellness Group, LLC

> Wealth & Wellness Group, LLC is a state-registered investment advisory firm in Brighton, MI, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 337631
- Filed as: WEALTH & WELLNESS GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brighton, MI
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337631
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-and-wellness-group-llc-brighton-mi-337631

## Quick answers

**How is Wealth & Wellness Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth & Wellness Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealth & Wellness Group, LLC located?**
Wealth & Wellness Group, LLC's principal office is in Brighton, MI, according to its Form ADV.

**Is Wealth & Wellness Group, LLC registered with the SEC or a state?**
Wealth & Wellness Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337631.

**How much does Wealth & Wellness Group, LLC manage?**
Wealth & Wellness Group, LLC reports $65,223,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (97% discretionary).

**What types of clients does Wealth & Wellness Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (204); high net worth individuals (14); charitable organizations (3).

**Does Wealth & Wellness Group, LLC 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/337631

## 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: $65,223,000
- Discretionary: $63,023,000
- Non-discretionary: $2,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $25,219,500 |
| High net worth individuals | 14 | $39,785,000 |
| Charitable organizations | 3 | $218,500 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthandwellnessgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth & Wellness Group, LLC (CRD 337631): Form ADV filing data as of October 2026.