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| Keyboard |
| Well Done LLC
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|---|---|
| CRD # | 173736 |
| SEC # | 801-80687 |
| CIK # | 0001667132 |
| AUM | 2,002.9 M (2026-03-20) |
| Employees | 26 (77% Investors, 0% Brokers) |
| Phone | 616-392-5332 |
| Address | 85 E 8th Street Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 14.8 | ||
| AbbVie Inc | 10.5 | ||
| Gentex Corp | 7.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 497 | 0.2 |
| (b) Individuals (high net worth individuals) | 366 | 1.4 |
| (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 | 9 | 0.0 |
| (h) Charitable organizations | 29 | 0.2 |
| (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 | 25 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,988 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,981 | 2.0 |
| Non-Discretionary | 7 | 0.0 |
| Total | 2,988 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 2,988 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667132] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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