# Wolverine Wealth Advisory Services Inc.

> Wolverine Wealth Advisory Services Inc. is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 146564
- Filed as: WOLVERINE WEALTH ADVISORY SERVICES INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146564
- AdvisorCensus page: https://advisorcensus.com/firm/wolverine-wealth-advisory-services-inc-bloomfield-hills-mi-146564

## Quick answers

**How is Wolverine Wealth Advisory Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wolverine Wealth Advisory Services Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Wolverine Wealth Advisory Services Inc. charge?**
Its Form ADV Part 2A brochure dated January 15, 2026 states: Flat fee: $41,500 a year (flat fee arrangements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wolverine Wealth Advisory Services Inc. located?**
Wolverine Wealth Advisory Services Inc.'s principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Wolverine Wealth Advisory Services Inc. registered with the SEC or a state?**
Wolverine Wealth Advisory Services Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146564.

**How much does Wolverine Wealth Advisory Services Inc. manage?**
Wolverine Wealth Advisory Services Inc. reports $140,898,085 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**How have Wolverine Wealth Advisory Services Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Wolverine Wealth Advisory Services Inc.: Regulatory assets under management: $120,592,743 in the October 2025 data and $140,898,085 in the October 2026 data, up 17%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wolverine Wealth Advisory Services Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (31).

**Which custodians does Wolverine Wealth Advisory Services Inc. use?**
Wolverine Wealth Advisory Services Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wolverine Wealth Advisory Services Inc. 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/146564

**What changed in Wolverine Wealth Advisory Services Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $120,592,743 to $140,898,085 (+17%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Flat fee: $41,500 a year (flat fee arrangements)

> If we charge you on a flat fee basis, the minimum annual fee is $41,500 per year billed quarterly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $140,898,085
- Discretionary: $140,898,085
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $7,119,528 |
| High net worth individuals | 31 | $125,946,254 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,668,719 |
| Charitable organizations | Fewer than 5 | $163,584 |

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

### 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.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $120,592,743 | 1 | March 13, 2025 |
| October 2026 | $140,898,085 | 1 | January 15, 2026 |

Regulatory assets under management: $120,592,743 in the October 2025 data and $140,898,085 in the October 2026 data, up 17%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $120,592,743 to $140,898,085 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wolverine Wealth Advisory Services Inc. (CRD 146564): Form ADV filing data as of October 2026.