Wealthspan Investment Management, LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 309553
- Registered since
- June 13, 2024
- Website
- wealthspanpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.68%
- HNWI37.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthspan Investment Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and listed as a capital allocator that primarily serves individual and family clients. The firm provides a mix of financial planning and portfolio management for individuals and small businesses, and it reports offering pension consulting services and the selection of other advisers. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The adviser does not identify itself as an active ESG investor and is not designated as a multistate adviser in its filing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Other37%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1David Millar
Chief Compliance OfficerCRD 3097309
Contacts
3 of 5
Robert Mendenall
PresidentCRD 6569067
Jeffrey Stukey
President, Co-FounderCRD 4749573
Melissa Mendenall
Investment Advisor RepresentativeCRD 1745247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 5030 Corporate Exchange Blvd Se
- Time zone
- ET (UTC-5)
- Office locations
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