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| Wealthspan Investment Management LLC
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|
|---|---|
| CRD # | 309553 |
| SEC # | 801-129988 |
| CIK # | |
| AUM | $93.1 M (2026-03-25) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 616-655-1696 |
| Address | 4981 Cascade Road, Suite C Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 58.3 |
| (b) Individuals (high net worth individuals) | 26 | 34.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 93.1 |
| By Discretionary | ||
| Discretionary | 448 | 93.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 93.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.1 | |
| Total | 448 | 93.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Circle N Advisors LLC
✚
|
NY | 0.1 |
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
|
Target Rock Wealth Management LLC
✚
|
NY | 0.1 |
|
Henley & Company Wealth Management LLC
✚
|
NY | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |
|
Oelschlager Investments LLC
✚
|
OH | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
3Roots Wealth Partners LLC
✚
|
AZ | 0.1 |
|
Tekmen Wells LLC
✚
|
NY | 0.1 |