Wolverine Wealth Advisory Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Wolverine Wealth Advisory Services reports 65 clients. They include 34 individual clients and 31 high-net-worth individuals. Of its assets, 100.0% ($141M across 215 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 5% |
| High-net-worth individuals | 48% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | 5% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 34 | $7.12M | 5.1% | $209K |
| High-net-worth individuals | 31 | $126M | 89.4% | $4.06M |
| Pension and profit-sharing plans | Fewer than 5 | $7.67M | 5.4% | — |
| Charitable organizations | Fewer than 5 | $164K | 0.1% | — |
| Total | 65 | $141M | 100% | — |
- Clients
- 34
- Regulatory AUM
- $7.12M
- AUM share
- 5.1%
- Avg. per client
- $209K
- Clients
- 31
- Regulatory AUM
- $126M
- AUM share
- 89.4%
- Avg. per client
- $4.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.67M
- AUM share
- 5.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $164K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 65
- Regulatory AUM
- $141M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wolverine Wealth Advisory Services is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Anne Breuch owns 75% or more of Wolverine Wealth Advisory Services. The leadership team of Wolverine Wealth Advisory Services includes President Anne Breuch. It has 1 employee.
Leadership
- Anne BreuchChief Compliance Officer - President
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Wolverine Wealth Advisory Services Inc.
Anne Breuch
Control person · since February 2008
Wolverine Wealth Advisory Services’ regulatory assets grew from $121M (March 2025) to $141M (January 2026); clients rose from 42 to 65 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $141M | 65 | 1 | 1 |
| March 2025 | $121M | 42 | 1 | 1 |
Besides its headquarters, Wolverine Wealth Advisory Services has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 40900 Woodward Ave., Ste. 100, Bloomfield HillsHQ
Contact and registration details
- Legal name
- Wolverine Wealth Advisory Services Inc.
- Headquarters
- 40900 Woodward Ave., Ste. 100, Bloomfield Hills, MI 48304
- Website
- Not reported
- Phone
- 248-220-2202
- SEC file
- 801-132406
- Structure
- Michigan corporation
- Fiscal year end
- December
Wolverine Wealth Advisory Services uses Charles Schwab ($123M) as custodian for its separately managed accounts. Wolverine Wealth Advisory Services has custody of $328K in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $123M100%
At year end, Wolverine Wealth Advisory Services’ separately managed accounts were mostly in funds (80%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds80%
- Cash4%
How many clients does Wolverine Wealth Advisory Services have?
Wolverine Wealth Advisory Services has 65 clients and manages $141 million for them, as of January 2026. They include 34 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 January 2026
What services does Wolverine Wealth Advisory Services offer?
Wolverine Wealth Advisory Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wolverine Wealth Advisory Services use?
Wolverine Wealth Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 January 2026
How many financial advisors does Wolverine Wealth Advisory Services have?
Wolverine Wealth Advisory Services has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wolverine Wealth Advisory Services invest in?
At the end of its last fiscal year, Wolverine Wealth Advisory Services’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wolverine Wealth Advisory Services?
Wolverine Wealth Advisory Services’ direct owner is Anne Breuch (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 January 2026
How does Wolverine Wealth Advisory Services get paid?
Wolverine Wealth Advisory Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wolverine Wealth Advisory Services?
Wolverine Wealth Advisory Services’ main office is at 40900 Woodward Ave., Ste. 100, Bloomfield Hills, MI 48304. Its phone number is 248-220-2202.