Anne Breuch
Wolverine Wealth Advisory Services · Bloomfield Hills, Michigan
Anne Breuch is a fee-only financial advisor at Wolverine Wealth Advisory Services in Bloomfield Hills, Michigan. Wolverine Wealth Advisory Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wolverine Wealth Advisory Services |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $140.9M across 215 accounts |
| SEC registration | Investment adviser representative in MI · CRD 3187209 |
| Exams passed | Series 63 (1999) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Anne's firm compares
- Wolverine Wealth Advisory Services's average account is about $655,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Anne
Is Anne Breuch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Wolverine Wealth Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anne charge for financial advice?
Anne's firm, Wolverine Wealth Advisory Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anne Breuch based?
Anne Breuch is based in Bloomfield Hills, Michigan.
Is Anne Breuch registered with the SEC?
Yes. Anne Breuch is registered as an investment adviser representative in MI (CRD 3187209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wolverine Wealth Advisory Services manage?
Wolverine Wealth Advisory Services reports $140.9M across 215 accounts in assets under management.
How do I contact Anne Breuch?
Contact details aren't on file yet. Search for Wolverine Wealth Advisory Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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