Plante Moran Real Estate Investment Advisors, Llc
- Regulatory AUM
- $243M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $243M
- Accounts
- 1
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Sep 25, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $243M | 100.0% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lichwalla, William, Alan | Chairman | Jul 2013 (13y) | ≈ 12.5% – 37.5% via Realpoint Member, Llc | |
| Vankirk, Gregory, Paul | Member | Jul 2013 (13y) | ≈ 12.5% – 37.5% via Realpoint Member, Llc | |
| Graham, Dennis, Russell | Board Member | Jun 2017 (9y) | Less than 5% | |
| John James Lesser | Board Member | CFP CFA | Apr 2020 (6y) | Less than 5% |
| Doyle, David, Timothy | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Zachary Michael Otte | President, Board Member | Feb 2023 (3y) | Less than 5% | |
| Aidan Richard Williams | Registered representative | CFP | Feb 2023 (3y) | |
| Kirk Dedenbach | Registered representative | Mar 2023 (3y) | ||
| Nicholas Frank Gurica | Registered representative | Dec 2024 (2y) | ||
| Zachary Grant Brown | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Realpoint Member, Llc | Member | Jul 2013 | A | 50% – 75% |
| P&M Holding Group, Llp | Member | Jul 2013 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Lichwalla, William, Alan: 25% – 50% of Realpoint Member, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Vankirk, Gregory, Paul: 25% – 50% of Realpoint Member, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/25/2025 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 25, 2025.
View current Form ADV (SEC/IAPD) ↗