WWK ADVISORS, LLC

CRD #154761 SEC #801-71775 NORTHVILLE, MI 248.449.8300

SEC Registered

Total AUM

$471.2M

Discretionary

$271.2M

Employees

Clients

Accounts

766

Firm Details

Organization Type: Limited Liability Company
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 16, 2021
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
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	NA	Control
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WWK WEALTH MANAGEMENT, LLC	DE	MEMBER	E
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, DANIEL, JOHN	I	MANAGING MEMBER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WELCH, JASON, MATTHEW	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, DANIEL, JOHN	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control
WELCH, JASON, MATTHEW	I	WWK WEALTH MANAGEMENT, LLC	D	Control

Registrations

Federal

Mar 16, 2021 REGISTERED

Notice Filings (7)

CT FL IL IN LA MI TX

Address

126 N. CENTER STREET
NORTHVILLE, MI 48167
United States

Phone: 248.449.8300