City
Wealth management firms in Shelby Township, Michigan
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Shelby Township, Michigan reported $34.1 million in regulatory assets under management; the largest by assets was Quantum Wealth Strategies, LLC, with $32.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $34.1 million
- Average per firm
- $6.8 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Quantum Wealth Strategies, LLC | State | $32.2 million | 184 |
| 2 | Dishow Wealth Management LLC | State | $1.4 million | 24 |
| 3 | Valuefirst Planning LLC | State | $460,068 | 5 |
| 4 | Futr Wealth Management LLC | State | $0 | 0 |
| 5 | Kaizen Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in Michigan, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.