WASSERMAN WEALTH MANAGEMENT, LLC

CRD #124556 SEC #801-66931 FARMINGTON HILLS, MI 248.626.3900

SEC Registered

Total AUM

$267.4M

Discretionary

$267.4M

Employees

Clients

Accounts

526

Firm Details

Organization Type: Limited Liability Company
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jan 23, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BRADLEY A. WASSERMAN LIVING TRUST U/A/D MAY 21, 1993, AS AMENDED AND RESTATED	DE	MANAGING MEMBER	D	Control
BRADLEY A. WASSERMAN LIVING TRUST U/A/D MAY 21, 1993, AS AMENDED AND RESTATED	DE	MANAGING MEMBER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
RYBAK, KEITH, CHRISTOPHER	I	MEMBER	C	Control
LEVENSON, ALAN, LEWIS	I	MEMBER	B	Control
LEVENSON, ALAN, LEWIS	I	MEMBER	B	Control
WALLS, WILLIAM, CHARLES	I	MEMBER	B	Control
WALLS, WILLIAM, CHARLES	I	MEMBER	B	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
WASSERMAN, BRADLEY, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
WORONOFF, RALPH, NATHAN	I	MEMBER	B	Control
WORONOFF, RALPH, NATHAN	I	MEMBER	B	Control
WORONOFF, STEVEN, JEFFREY	I	MEMBER	B	Control
WORONOFF, STEVEN, JEFFREY	I	MEMBER	B	Control

Registrations

Federal

Jan 23, 2024 REGISTERED

Notice Filings (5)

CA FL IL MI TX

Address

31700 MIDDLEBELT ROAD
SUITE 130
FARMINGTON HILLS, MI 48334
United States

Phone: 248.626.3900