Lyle M. Wolberg
KOVITZ INVESTMENT GROUP PARTNERS | CEO, Senior Financial Life Advisor, Partner
Southfield, MI 48076
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CRD#: 2348402
Professional summary
Lyle Matthew Wolberg, CFP®, who also goes by Lyle Wolberg, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Southfield, Michigan.
Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lyle has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance
Financial planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Lyle Wolberg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I serve on the Boards of Directors of Sterling Bancorp, Inc. and its wholly owned subsidiary, Sterling Bank & Trust FSB. I also serve on various board committees of both entities. This business activity is investment-related. Sterling Bancorp's address is 1 Towne Square, Suite 1900, Southfield, MI 48076. My title is "Director," and my start date was August 15, 2017. I devote approximately five hours per month total to this business activity, including approximately three hours per month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Lyle Matthew Wolberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
January 6, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: Two Towne Square Suite 800, Southfield, MI 48076RIA
CRD#: 282241
Southfield, MI
Past
March 30, 2024 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
SOUTHFIELD, MI
Past
September 12, 2013 - March 21, 2024
TELEMUS CAPITAL, LLC
RIA
CRD#: 168794
SOUTHFIELD, MI
Past
August 31, 2010 - September 12, 2013
TELEMUS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 131580
SOUTHFIELD, MI
Past
July 8, 2005 - December 7, 2012
TELEMUS INVESTMENT BROKERS, LLC
BD
CRD#: 133957
SOUTHFIELD, MI
Past
February 11, 2005 - July 27, 2005
LASALLE ST SECURITIES, L.L.C.
BD
CRD#: 7191
ELMHURST, IL
Past
September 3, 1999 - February 23, 2005
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
April 7, 1994 - September 10, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
May 26, 1993 - April 8, 1994
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(3/7/2025)
IAR
Texas(1/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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Company Information
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CEO, Senior Financial Life Advisor, PartnerCRD#: 282241Southfield, MI 48076TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
