# Wealth Personal

> Wealth Personal (iPhone/iPad app by Financial Planning Consultants of Northern Michigan, Inc..)

- Source: https://appshunter.io/ios/app/wealth-personal/id6475053464 (this page in markdown: same URL + `.md`)
- Developer: [Financial Planning Consultants of Northern Michigan, Inc.](https://appshunter.io/developer/1723231766)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 34 MB
- Languages: English
- Released: 2024-01-02
- Data updated: 2026-02-10
- User reviews in markdown: https://appshunter.io/ios/app/wealth-personal/id6475053464/reviews.md

## What is Wealth Personal?

This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.


## Version history (last 1 release)

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-02-10.*