Bloomfield Hills, MI Office
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Arax Advisory Partners
Multi-team
Firm-wide stats for Arax Advisory Partners
About
Arax Advisory Partners is an SEC‑registered, multi‑team wealth manager that oversees roughly $26.5 billion in regulatory assets through a team of more than 200 advisors and serves individuals, high‑net‑worth clients, family offices, institutions, and retirement plans. Its service menu includes financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, consolidated reporting, custody/held‑away account management via third‑party platforms, and advisory services to pooled private funds.
The firm combines internal portfolio management, third‑party model and external manager relationships, and tailored asset‑allocation approaches to implement client objectives and risk tolerances, while maintaining periodic supervisory and compliance oversight. Arax primarily charges asset‑based fees but also operates a wrap‑fee program and manages a subset of accounts and private funds that use performance‑based compensation and carried interest structures.
What distinguishes Arax from many peers is its use of performance‑based fee arrangements and carried‑interest structures for certain qualified investors and private funds, and its active insurance brokerage activity through licensed advisors and related insurance entities — arrangements that introduce different compensation streams and conflicts that Arax discloses and manages. The firm has also recently consolidated affiliated firms (including legacy USCWA and Transcend businesses), acquired Transcend’s wrap program and private‑fund capabilities, and disclosed an affiliation with an international affiliate in The Bahamas, reflecting a broader institutional and operational footprint than is typical for many multi‑team advisers.
Based on Arax Advisory Partners
Expertise
Based on Arax Advisory Partners
Occupation focus
Based on Arax Advisory Partners
Location
40705 Woodward Ave., Suite 100
Bloomfield Hills MI 48304
Advisors at this office
3
Advisors at this office
Geri M
Series 63, Series 65
Bloomfield Hills, MI
Arax Advisory Partners
Geri Mira is a financial advisor at Arax Advisory Partners with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 25 years, followed by roles at Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures.
Bradford V
Series 66
Bloomfield Hills, MI
Arax Advisory Partners
Bradford Vannelli is a financial advisor with Arax Advisory Partners in Bloomfield Hills, MI, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill, with current dual registrations at Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. In addition to advisory services, Mr. Vannelli devotes a portion of his time to insurance sales. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers comprehensive advisory and portfolio management services, combining internal management with third-party models and employing performance-based fee structures for certain clients and funds.
Richard D
Series 63, Series 66
Bloomfield Hills, MI
Arax Advisory Partners
Richard Davis is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Transcend Capital Advisors, UBS Financial Services, and Goldman Sachs Wealth Services. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.
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