TELEMUS WEALTH ADVISORS, LLC
CRD #134114 SEC #801-64748 SOUTHFIELD, MI 248-827-1800
SEC Registered
Total AUM
$452.2M
Discretionary
$0
Employees
8
Clients
1
Accounts
248
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 18, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASS, ANDREW, R | I | MANAGING DIRECTOR | NA | |
| BASS, ANDREW, R | I | MANAGING DIRECTOR | NA | |
| BASS, ANDREW, R | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| BASS, ANDREW, R | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| BASS, ANDREW, R | I | MANAGING DIRECTOR | NA | |
| BASS, ANDREW, R | I | MANAGING DIRECTOR | NA | |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | CEO/COO/CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | CEO/COO/CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | CEO/COO/CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | PRESIDENT, CEO | NA | Control |
| GREENWALD, STEVEN, JAY | I | CEO / COO | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAULTANIS, ANDREW | I | TREASURER, CFO, CCO | NA | Control |
| PAULTANIS, ANDREW | I | TREASURER, CFO, CCO | NA | Control |
| SCHLAGHECK, ROBERT, JAMES | I | CHIEF FINANCIAL OFFICER / CONTROLLER | NA | Control |
| SCHLAGHECK, ROBERT, JAMES | I | CHIEF FINANCIAL OFFICER / CONTROLLER | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | MANAGING DIRECTOR | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| WOLBERG, LYLE, MATTHEW | I | PRESIDENT | NA | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| SHIFFMAN, GARY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| SHIFFMAN, GARY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS | C | Control |
Registrations
Federal
IA
Jan 18, 2013 REGISTERED
Notice Filings (4)
FL MI OH TX
Address
TWO TOWNE SQUARESUITE 800
SOUTHFIELD, MI 48076
United States
Phone: 248-827-1800