Joseph Elias
Wealthy Intentions · Sterling Heights, Michigan
Joseph Elias is a fee-only financial advisor at Wealthy Intentions in Sterling Heights, Michigan. Wealthy Intentions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthy Intentions |
|---|---|
| Based in | Sterling Heights, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 31 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7811339 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Joseph's firm compares
- Wealthy Intentions's average account is about $59,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Joseph
Is Joseph Elias a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wealthy Intentions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wealthy Intentions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Elias based?
Joseph Elias is based in Sterling Heights, Michigan.
Is Joseph Elias registered with the SEC?
Yes. Joseph Elias is registered as an investment adviser representative in MI (CRD 7811339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthy Intentions manage?
Wealthy Intentions reports $1.8M across 31 accounts in assets under management.
How do I contact Joseph Elias?
Contact details aren't on file yet. Search for Wealthy Intentions.
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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