GREAT LAKES WEALTH, LLC
CRD #282362 SEC #801-121370 NORTHVILLE, MI (248) 378-1200
SEC Registered
Total AUM
$143.2M
Discretionary
$136M
Employees
6
Clients
0
Accounts
921
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $143.2M | $136M | $7.2M | 6 | 0 |
| Mar 2025 | $143.2M | $136M | $7.2M | 6 | 0 |
| Jun 2024 | $117M | $117M | $0 | 7 | 0 |
| Mar 2024 | $117M | $117M | $0 | 7 | 0 |
| Mar 2023 | $112.6M | $112.6M | $0 | 8 | 1 |
| Mar 2023 | $112.6M | $112.6M | $0 | 8 | 1 |
| Nov 2022 | $121.2M | $121.2M | $0 | 7 | 0 |
| Oct 2022 | $121.2M | $121.2M | $0 | 7 | 0 |
| Aug 2022 | $121.2M | $121.2M | $0 | 7 | 0 |
| Aug 2022 | $121.2M | $121.2M | $0 | 7 | 0 |
| Mar 2022 | $121.2M | $121.2M | $0 | 7 | 0 |
| Mar 2022 | $121.2M | $121.2M | $0 | 7 | 0 |
| Sep 2021 | $108.4M | $108.4M | $0 | 6 | 0 |
| Aug 2021 | $108.4M | $108.4M | $0 | 6 | 0 |
| May 2021 | $108.4M | $108.4M | $0 | 6 | 0 |
| Nov 2017 | $48.7M | $48.7M | $0 | 5 | 0 |
| Oct 2017 | $48.7M | $48.7M | $0 | 5 | 0 |
| Mar 2017 | $45.1M | $45.1M | $0 | 5 | 0 |
| Mar 2017 | $45.1M | $45.1M | $0 | 5 | 0 |
| Mar 2017 | $45.1M | $45.1M | $0 | 5 | 0 |
| Feb 2017 | $45.1M | $45.1M | $0 | 5 | 0 |
| Jan 2017 | $42.9M | $42.9M | $0 | 3 | 0 |
| Nov 2016 | $42.9M | $42.9M | $0 | 3 | 0 |
| Aug 2016 | $0 | $0 | $0 | 4 | 0 |
| Jul 2016 | $0 | $0 | $0 | 4 | 0 |
| Jun 2016 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$143.2M
Discretionary$136M
Non-Disc.$7.2M
Employees6
Clients0
DateMar 2025
Total AUM$143.2M
Discretionary$136M
Non-Disc.$7.2M
Employees6
Clients0
DateJun 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees8
Clients1
DateNov 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2017
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2016
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees3
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0