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Lone Pine Wealth Managment, LLC (Bloomfield Township)


Lone Pine Wealth Managment, LLC is a mid-sized advisory firm based in Bloomfield Township. It manages $38.6 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Louisiana, Michigan, Ohio, and Texas.

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Lone Pine Wealth Managment provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lone Pine Wealth Managment: assets under management

The assets under management (AUM) of Lone Pine Wealth Managment, LLC is $38.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lone Pine Wealth Managment, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bloomfield Township

The principal office where Lone Pine Wealth Managment, LLC performs its advisory services is located at 7457 Franklin Road, Suite 222, Bloomfield Township, MI 48301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-325-9947 or by fax 248-325-9952. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lonepinewealthmanagement.com.


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