Great Lakes Wealth
Financial Services • 
Farmington Hills, Michigan, United States • 11-20 Employees
Company overview
| Headquarters | 22260 Haggerty Road, Suite #160, Northville, Michigan 48167, US |
| Phone number | +18555781200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Investment Services, Strategic Advisory Services |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contact at Great Lakes Wealth
Dewey D. Steffen
Ceo & Chief Investment Officer
Great Lakes Wealth Email Formats
Great Lakes Wealth uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@greatlakeswealth.us), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@greatlakeswealth.us | 100% |
About Great Lakes Wealth
At Great Lakes Wealth, you’ll find a well-established team with more than 100 years of combined financial industry experience. Collaboration, teamwork and knowledge sharing are ingrained in our culture, enabling us to apply our collective strengths to the most important task at hand – helping you vigorously pursue the goals that are important to you. Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth, LLC are not affiliated companies. Any material on this page is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services. The opinions expressed herein are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing.
Great Lakes Wealth revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Great Lakes Wealth has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Great Lakes Wealth has never raised funding before.
Great Lakes Wealth Tech Stack
Discover the technologies and tools that power Great Lakes Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
JavaScript libraries
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