Mirror Lake Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mirror Lake Wealth Management, founded in 2024, provides discretionary asset management to a small number of high-net-worth individual clients and currently manages under $8 million in client assets. The firm focuses on ongoing portfolio management tailored to each client’s goals, time horizon, and risk tolerance and documents those objectives in client files.
Investment programs are implemented under discretionary authority and are built using a mix of analytical methods — including fundamental, technical, charting, and cyclical analysis — with strategies that may include long-term holdings, options, margin, derivatives, and managed futures. Accounts are reviewed quarterly (and more frequently as conditions warrant) and clients receive custodial account statements at least monthly.
Notable distinctions include the firm’s explicit focus on high-net-worth clients (it does not serve smaller non‑HNW individual accounts) and an outside insurance practice that the principal operates in a limited capacity, which creates a disclosed commission-based conflict of interest. The firm recommends a specific custodian and may receive research or other soft-dollar benefits, does not vote client proxies, and is a recently formed advisory business.
Client services
Expertise
Fee options
1.50% annually, negotiable
Account minimum: $1,000,000
Main office
Bloomfield Hills MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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Lawyer
They provide legal services, typically billed separately.
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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.
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