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Family Office - Multi • Southfield, United States

Plante Moran Wealth Management

Plante Moran Wealth Management is a family office - multi based in Southfield, United States, founded in 1977. Verified contact details, AUM data, and investment preferences on FindLPs.

$19.0B
Assets Under Mgmt
1977
Year Founded
Family Office - Multi
Investor Type
Southfield, United States
Headquarters
About

Plante Moran Wealth Management

Plante Moran Wealth Management is a wealth management firm based in Southfield, Michigan. The firm provides services such as agency, charitable trusts, custody, estate settlement, family office, IRAs, life insurance trusts, personal trusts, trust services without investment management, and revocable living trusts.

Investment Focus

What Plante Moran Wealth Management Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Annuities, Corporate Finance Consulting, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Finance, Financial Services, Insurance Services

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 3000 Town Center\nSouthfield, Michigan\nUnited States

Contact Plante Moran Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.