A complete list of active advisors currently associated with Personal Wealth Management, LLC

Warmer can help you find a great advisor at Personal Wealth Management, LLC or one who fits your needs even better.

Personal Wealth Management, LLC provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients), business owners, and institutional clients such as not‑for‑profit entities and defined benefit retirement plans. Its stated investment universe includes ETFs, mutual funds, closed‑end funds, REITs, private placement Reg D offerings, and insurance products including life insurance and fixed annuities. The firm constructs individualized portfolios based on documented goals, risk tolerance, and time horizon, and typically manages accounts on a discretionary basis with ongoing monitoring and monthly reviews; clients receive quarterly custodian statements and may impose investment restrictions. PWM employs both fundamental and technical analysis, using long‑term holdings with tactical reallocations as needed, and delivers one‑time written financial plans with additional planning available on request. Noteworthy distinctions include that a principal of the firm is a licensed independent insurance agent and the brochure discloses potential compensation from commissions on insurance and from shared or incentive fees for Reg D placements through an affiliated firm, a conflict of interest the firm says it documents for clients while noting commissions are not its primary source of revenue. The firm also notes a small client base, no stated account minimums, occasional seminars on retirement and alternative investments, and the option for clients to direct brokerage arrangements.

To learn more about the advisors currently working at Personal Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Minasian	Commerce, MI	27

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