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GREAT LAKES WEALTH, LLC

B62
CRD 282362·SEC 801-121370·NORTHVILLE, MI
AUM
$166.3M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$499K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREAT LAKES WEALTH, LLC
CRD
282362
SEC file #
801-121370
EIN
—
DBA names
—

Economics

AUM
$166.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$108.4M → $166.3M▲ +53%
Client mix
Individuals Other209
Individuals High Net Worth39

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
5 advisors → 3 advisors▼ -40%
Primary office
NORTHVILLE MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/great-lakes-wealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMERICAN WEALTH, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
AMERICAN WEALTH, LLC
STEFFEN, DEWEY, DEANE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
STEFFEN, DEWEY, DEANE
IAR · Executive Officer · 2.5%
2688651