Data / Investment advisers / Michigan / Wealthspan Investment Management, LLC
Wealthspan Investment Management, LLC, Grand Rapids, MI: $93.1 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealthspan Investment Management, LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $93.1 million in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Wealthspan Investment Management, LLC (CRD number 309553): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 309553
- SEC file number
- 801-129988
- SEC status
- Approved, effective June 13, 2024
- Main office
- 5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512
- Phone
- (616) 655-1696
- Website
- wealthspanim.com
- Regulatory AUM
- $93,058,700 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $93,058,700
- Accounts
- 448
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 300 | $58.3 million |
| High net worth individuals | 26 | $34.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $93.1 million | March 25, 2026 |
| December 1, 2025 | $79 million | March 31, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 1 | adviserinfo.sec.gov |
| Burnham & Company LLC | Grand Rapids | $129.5 million | Not listed | adviserinfo.sec.gov |
| Revalue LLC | Grand Rapids | $128.5 million | Not listed | adviserinfo.sec.gov |
| Synergy Wealth Management, LLC | Grand Rapids | $127.1 million | Not listed | adviserinfo.sec.gov |
| Streamsong Advisors, LLC | Grand Rapids | $124.4 million | Not listed | adviserinfo.sec.gov |
| Charter Private Capital Management, LLC | Grand Rapids | Not listed | 16 | adviserinfo.sec.gov |
| Blackford Capital | Grand Rapids | Not listed | 13 | adviserinfo.sec.gov |
| Thornapple River Capital | Grand Rapids | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Wealthspan Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.