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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthspan Investment Management LLC
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|---|---|
| CRD # | 309553 |
| SEC # | 801-129988 |
| CIK # | |
| AUM | $79.0 M (2025-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 616-655-1696 |
| Address | 4981 Cascade Road, Suite C Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 61.5 |
| (b) Individuals (high net worth individuals) | 14 | 17.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 79.0 |
| By Discretionary | ||
| Discretionary | 469 | 79.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 79.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 79.0 | |
| Total | 469 | 79.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Western New York Financial Group LLC
✚
|
NY | 0.1 |
|
Madison Global Advisors LLC
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NY | 0.1 |
|
Integrated Planning & Wealth Management LLC
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0.1 | |
|
Solid Point Wealth Advisors LLC
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|
0.1 | |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Pegasus Group LLC
✚
|
NJ | 0.1 |
|
Opportunus Wealth Management LLC
✚
|
0.1 |