Daniel Michael Grix
Investment adviser representative at Success Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$110.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Success Wealth Management LLCJul 2024 to now
- Modern District FinancialJan 2018 to now
- Apache Trout Bar and GrilleMay 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Success Wealth Management LLC
$110.5MAssets managed
821Clients
15Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7951915
- Firm CRD
- 299094