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Building 2WEALTHSPAN INVESTMENT MANAGEMENT, LLC

Map pinGRAND RAPIDS, MI
Phone616-655-1696
NotebookSEC #801-129988
Total AUM
$93.1M
Employees
5
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4981 CASCADE ROAD, SUITE C
GRAND RAPIDS
MI 49546
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
616-655-1696
Other Offices
2

ReceiptFinancials

Total AUM
$93.1M
Accounts
448
Discretionary
$93.1M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
300
AUM
$58.3M
HNW Individual Clients
26
AUM
$34.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMISCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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