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Richmark Private Wealth Management CRD 290854
$61.1M regulatory AUM 94 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
516 South Main Street Suite C, Frankenmuth, MI 48734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2022-12-08 |
Branch Locations
516 South Main Street Suite C, Frankenmuth, MI 48734 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Valley Insurance Agency | Reese | MI | 01/2006 | Present |
| Berthel Fisher & Company Financial Services, Inc. | Frankenmuth | MI | 05/2011 | 06/2018 |
| Alta Holdings | Irvine | CA | 03/2011 | Present |
| Richmark Private Wealth Management | Frankenmuth | MI | 11/2017 | Present |
| Richmark Private Wealth Management | Frankenmuth | MI | 05/2018 | Present |
| Richmark Strategies, Llc Dba Alphaone Strategies | Frankenmuth | MI | 07/2026 | Present |
1. RICHMARK PRIVATE WEALTH MANAGMENT; INVESTMENT RELATED; FRANKENMUTH, MI; SECURITIES BUSINESS; OWNER/FINANICAL ADVISOR; 5/2010; 120 HRS/MO; 120 DURING TRADING; SALES OF SECURITIES PRODUCTS. 2.) RICHMARK INSURANCE AGENCY, LLC; INVESTMENT RELATED; MI; INSURANCE AGENT / OWNER; SALES OF INSURANCE PRODUCTS. 3.) RICHMARK STRATEGIES DBA ALPHA ONE; INVESTMENT RELATED; MI; MANAGING MEMBER; 10 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-08 |
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