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Southwest Michigan Wealth Management, LLC

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Client assets under management

$29,405,000

Clients

166

2% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

83

High

Average account size

$177,139

About

Southwest Michigan Wealth Management serves individuals, high‑net‑worth clients, families and small businesses and, as of year‑end 2024 managed about $29.4 million for roughly 166 client relationships. The firm provides discretionary portfolio management through third‑party asset managers and offers comprehensive and issue‑based financial planning, including written financial action plans for clients.

The firm selects and monitors third‑party asset managers — naming Foundations Investment Advisors as a sub‑advisor — and retains discretion to hire or replace managers while maintaining the client relationship and monitoring investment objectives and risk tolerance. Its investment analysis includes fundamental, technical and cyclical methods, and account oversight includes monthly reviews and at least annual client meetings to update goals and risk profiles.

Compared with many peers, the firm discloses affiliations with an insurance company and that its principal is a licensed insurance agent who may recommend commission‑bearing insurance products; these activities and the related conflicts are disclosed and described as mitigated by fiduciary obligations and internal policies. The brochure also indicates the firm conducts educational seminars or workshops for clients or prospects, a service offering that is less common among similarly supported firms.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General tax planning

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Fee options

Percentage

$1 - $750,000: 1.35% $750,001 - $1,500,000: 1.20% $1,500,001+: 1.10%

Other

Fee-only: Financial planning fees included in advisory services; Written Retirement Plan fee: $1,800; Limited retirement account investment recommendations: $360 annually

Main office location

Southwest Michigan Wealth Management, LLC

4341 S. Westnedge Avenue, Suite 1201

Kalamazoo MI 49008, United States

Number of offices

2

Most active in

More info

Michigan

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 269-323-7964

Advisors at this firm

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user avatar

Justin H

Series 65

Kalamazoo, MI

Southwest Michigan Wealth Management, LLC

Justin Henrich is a Series 65-credentialed advisor with six years of industry experience. He has worked at Southwest Michigan Wealth Management, LLC since 2019 and previously held roles at Menards Inc. He is also involved in insurance and retirement planning activities. Southwest Michigan Wealth Management serves individuals, high-net-worth clients, families, and small businesses, managing about $29.4 million across approximately 166 client relationships. The firm provides discretionary portfolio management through third-party asset managers and offers comprehensive financial planning, including written financial action plans.

General tax planning
user avatar

Charles H

Series 65

Kalamazoo, MI

Southwest Michigan Wealth Management, LLC

Charles Henrich is a financial advisor at Southwest Michigan Wealth Management, LLC, holding a Series 65 credential with 14 years of industry experience. He has worked at several firms, including Foundations Investment Advisors, Inc. and Horter Investment Management, LLC. Outside of his advisory role, Henrich is a full-time biotech sales specialist engaged in biologic sales to the healthcare industry since 2006. Southwest Michigan Wealth Management serves individuals, high-net-worth clients, families, and small businesses, managing approximately $29.4 million across about 166 client relationships as of year-end 2024. The firm provides discretionary portfolio management through third-party asset managers and comprehensive financial planning, employing fundamental, technical, and cyclical investment analysis methods.

General tax planning
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