LSIA Wealth Management logo

LSIA Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

LSIA Wealth Management operates in the financial services sector, providing wealth management services that emphasize comprehensive, customized, transparent, and valuable experiences for clients. The firm aims to redefine expectations in wealth management by focusing on delivering on these concepts rather than overpromising, with its approach positioned as a practical alternative to traditional industry marketing narratives. Based in Bloomfield Hills, Michigan, the company appears to engage with a small team to serve its clients, offering guidance that addresses personalized wealth needs. The business maintains an online presence at its website and on LinkedIn, where it outlines its social media disclosures and ongoing efforts to share its approach.

The target market for LSIA Wealth Management includes individuals seeking a redefined wealth management experience, with a focus on customization and transparency as differentiators within the broader financial services landscape. While specific client segments are not detailed, the description suggests services aimed at those who value clarity and bespoke strategies over conventional, one-size-fits-all solutions. The company’s positioning places it among niche wealth management firms within the Michigan market, contrasting its client-centered philosophy with larger, traditional firms.

Find LSIA Wealth Management employees' phone numbers or email addresses

LSIA Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    16
  • Canada
    1

LSIA Wealth Management's Leadership

  • Stylized image of a person
    D. K.
    Owner & President
    Phone icon
  • Stylized image of a person
    M. S.
    Owner
    Phone icon
  • Stylized image of a person
    K. H.
    Owner & Chief Business Officer
    Phone icon
  • Stylized image of a person
    J. K.
    Owner, Chief Operations Officer & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    M. W.
    General Counsel, Secretary And Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    M. S. C. C.
    Owner & Chief Investment Officer
    Phone icon
  • Stylized image of a person
    B. M.
    Operations Manager
    Phone icon
  • Stylized image of a person
    D. B.
    Trade & Settlement Manager
    Phone icon

LSIA Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Legal
  • Accounting
  • Other

Contact profiles from LSIA Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. K.
    Owner & President
    Phone icon
    United StatesMichigan
    Jun 29, 2026
  • Stylized image of a person
    M. S.
    Owner
    Phone icon
    United StatesWisconsin
    May 08, 2026
  • Stylized image of a person
    K. H.
    Owner & Chief Business Officer
    Phone icon
    United StatesMichigan
    Jun 25, 2026
  • Stylized image of a person
    J. K.
    Owner, Chief Operations Officer & Chief Compliance Officer
    Phone icon
    United States
    Jun 04, 2025
  • Stylized image of a person
    M. W.
    General Counsel, Secretary And Chief Compliance Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. S. C. C.
    Owner & Chief Investment Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    B. M.
    Operations Manager
    Phone icon
    United StatesWisconsin
    Jun 02, 2026
  • Stylized image of a person
    D. B.
    Trade & Settlement Manager
    Phone icon
    United StatesWisconsin
    Jan 31, 2025
  • Stylized image of a person
    C. S.
    Business Development Officer
    Phone icon
    United StatesFlorida
    May 31, 2026
  • Stylized image of a person
    I. A.
    Client Service Specialist
    Phone icon
    United StatesMichigan
    May 30, 2026

Frequently Asked Questions

What is LSIA Wealth Management known for?

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LSIA Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 39533 Woodward Avenue Suite 307 Bloomfield Hills, Michigan 48304 United States. Explore LSIA Wealth Management's company overview page for more information.

What is LSIA Wealth Management's most common email format?

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LSIA Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LSIA Wealth Management email formats with LeadIQ.

How many employees does LSIA Wealth Management have currently?

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LSIA Wealth Management has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are LSIA Wealth Management's key employees and leadership?

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As of June 2026, LSIA Wealth Management's key employees include:

  • Owner & President: D. K.
  • Owner: M. S.
  • Owner & Chief Business Officer: K. H.
  • Owner, Chief Operations Officer & Chief Compliance Officer: J. K.
  • General Counsel, Secretary And Chief Compliance Officer: M. W.

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