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| Wealthspan Investment Management LLC
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|
|---|---|
| CRD # | 309553 |
| SEC # | 801-129988 |
| CIK # | |
| AUM | $7.2 MM (2024-08-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 616-655-1696 |
| Address | 4981 Cascade Road, Suite C Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 2.7 |
| (b) Individuals (high net worth individuals) | 5 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 7.2 |
| By Discretionary | ||
| Discretionary | 39 | 7.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.2 | |
| Total | 39 | 7.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SLP Wealth LLC
✚
|
NC | 0.0 |
|
FREC Advisers LLC
✚
|
CA | 0.0 |
|
RUE Neil
✚
|
OR | 0.0 |
|
Concreit Fund Management LLC
✚
|
WA | 0.0 |
|
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Clarivor LLC
✚
|
NY | 0.0 |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
Pacific Equity LLC
✚
|
0.0 | |
|
Alveo Wealth Management LLC
✚
|
0.0 |