Firelands Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Firelands Wealth Management serves individual investors — including high net worth clients — and pension/profit-sharing plans, providing discretionary and non-discretionary portfolio management, standalone financial planning, and pension consulting. The firm reports approximately $70.3 million in assets under management, supports two investment adviser representatives, and works with roughly 186 clients while operating seven offices.
The firm constructs tailored portfolios and model-based strategies that it monitors and rebalances on an ongoing basis, primarily using exchange-traded funds, mutual funds, U.S. government bonds, and equities. Firelands describes a mix of analytic techniques (charting, technical, fundamental, and cyclical analysis) and both long- and short-term trading approaches, and discloses use of AI tools for certain workflows and meeting transcription while noting attendant risks and that tax efficiency is not a primary management objective.
What distinguishes the firm from many peers is its ownership and affiliation structure: it is owned through an entity controlled by a credit union, and it discloses relationships with affiliated financial and professional service providers. The firm’s advisors are also licensed insurance agents who may earn commissions for insurance sales, and the firm’s managing member is a licensed attorney who may offer legal services under a separate agreement (approximately ten hours per month), all of which the brochure identifies as potential conflicts of interest that are disclosed to clients.
Client services
Expertise
Fee options
Fixed fees for financial planning services up to $2,500, negotiable in limited circumstances.
1.50% annually
Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products, separate from advisory fees.
Main office
352 Main Street
Huron OH 44839
Advisors at this office
3
Most active in
Florida · Ohio · Texas
Also doing business as
Firelands Wealth Management · Firelands Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William M
Series 66
Huron, OH
Firelands Wealth Management, LLC
William Murray is a Series 66-licensed advisor with Firelands Wealth Management, LLC in Huron, Ohio, where he has worked since 2015. He has 14 years of industry experience. Outside of his advisory role, he owns a catering business and provides legal services as a licensed attorney. Firelands Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of analytical methods and model portfolios tailored to client objectives and risk tolerance, and it integrates investment management with broader wealth-planning services.
Phillip M
Series 65
Huron, OH
Firelands Wealth Management, LLC
Phillip Mc Kee is a Series 65 registered advisor at Firelands Wealth Management, LLC with one year of industry experience. His prior work includes roles at several companies across various industries, such as Edge Plastics Inc. and United Parcel Service. Firelands Wealth Management serves individual investors, including high net worth clients, as well as pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing tailored portfolios and model-based strategies with a range of analytic techniques and both long- and short-term trading approaches.
Jeremy P
CFP®, Series 66
Huron, OH
Firelands Wealth Management, LLC
Jeremy Pifer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Firelands Wealth Management, LLC since 2019. He previously worked at On Investment Management CO, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in selling life insurance. Firelands Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm combines analytical investment approaches with broader wealth-planning considerations and utilizes AI tools to support its services.
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