City
Wealth management firms in Ypsilanti, Michigan
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Ypsilanti, Michigan reported $36.8 million in regulatory assets under management; the largest by assets was AG Wealth Management, PLLC, with $15.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $36.8 million
- Average per firm
- $7.4 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | AG Wealth Management, PLLC | State | $15.5 million | 71 |
| 2 | Inti LLC | State | $12.3 million | 10 |
| 3 | Wolakota Financial Advisors | State | $8.5 million | 28 |
| 4 | Millennium Personal Finance, LLC | State | $484,834 | 13 |
| 5 | Rickstar Financial, 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.