|
⚲
|
| West Michigan Advisors LLC
✚
|
|
|---|---|
| CRD # | 312073 |
| SEC # | 801-120208 |
| CIK # | 0001909879 |
| AUM | $494.8 MM (2024-08-13) |
| Employees | 15 (73% Investors, 20% Brokers) |
| Phone | 616-820-1040 |
| Address | 301 Hoover Blvd Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GNTX | 6,663.3 | 62.3 | |
| AAPL | 2,382,844.0 | 9.7 | |
| MSFT | 1,918,222.4 | 9.0 | |
| NVDA | 399,550.0 | 8.0 | |
| MRK | 232,371.9 | 5.4 | |
| HBAN | 17,673.1 | 4.8 | |
| JPM | 340,169.2 | 4.7 | |
| VZ | 211,914.0 | 4.3 | |
| AVGO | 201,282.9 | 3.9 | |
| ETN | 51,598.7 | 3.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,003 | 204.4 |
| (b) Individuals (high net worth individuals) | 107 | 286.7 |
| (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 | 1.6 |
| (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 | 8 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,079 | 494.8 |
| By Discretionary | ||
| Discretionary | 3,079 | 494.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,079 | 494.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.8 | |
| Total | 3,079 | 494.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909879] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Integral Investment Advisors Inc
✚
|
CA | 0.5 |
|
SkyOak Wealth LLC
✚
|
MI | 0.5 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.5 |
|
Rootstock Investment Management LLC
✚
|
PA | 0.5 |
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.5 |
|
Steffes Financial Ltd
✚
|
KS | 0.5 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.5 |
|
Maximai Investment Partners LLC
✚
|
FL | 0.5 |
|
The LUTS & Greenleigh Group Inc
✚
|
MD | 0.5 |