{"url":"https://nivawealth.com/firms/wolverine-wealth-advisory-services-146564","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146564","regulatoryAum":140898085,"crd":"146564","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3187209","suffix":null,"lastName":"BREUCH","firstName":"ANNE","middleName":"THERESE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-13","regulatoryAum":120592743,"clients":42,"employees":1,"offices":1},{"filedOn":"2026-01-15","regulatoryAum":140898085,"clients":65,"employees":1,"offices":1}],"secFileNumber":"801-132406","legalName":"Wolverine Wealth Advisory Services Inc.","displayName":"Wolverine Wealth Advisory Services","slug":"wolverine-wealth-advisory-services-146564","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"40900 Woodward Ave., Ste. 100","city":"Bloomfield Hills","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48304"},"tradeNames":[],"registration":{"secApproved":"14 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2047165.8769230768,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":140898085,"discretionary":140898085,"discretionaryAccounts":215,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":34,"regulatoryAum":7119528},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":125946254},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":7668719},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":163584}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:43:04.739797+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001945","versionId":1001945,"submittedOn":"2026-01-15"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":122831019}],"custodyNote":"Wolverine Wealth Advisory Services has custody of $328K in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Anne Breuch","title":"Chief Compliance Officer - President","crd":"3187209"}],"ownership":[{"label":"Anne Breuch","detail":"Chief compliance officer - president in the 75% or more ownership band and a control person, since February 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"40900 Woodward Ave., Ste. 100","city":"Bloomfield Hills","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-220-2202","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"15 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146564/PDF/146564.pdf","brochureDate":"15 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001945","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wolverine Wealth Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wolverine Wealth Advisory Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wolverine Wealth Advisory Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wolverine Wealth Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wolverine Wealth Advisory Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wolverine Wealth Advisory Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wolverine Wealth Advisory Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wolverine Wealth Advisory Services?","answer":"Wolverine Wealth Advisory Services’ main office is at 40900 Woodward Ave., Ste. 100, Bloomfield Hills, MI 48304. Its phone number is 248-220-2202.","source":"Form ADV Part 1A, Item 1.F, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}