West Michigan Advisors
Firm details
- Headquarters
- Holland, Michigan
- CRD number
- 312073
- Registered since
- January 21, 2021
- Website
- westmichiganadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI63.93%
- Individuals35.63%
- Charitable Organizations0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
West Michigan Advisors is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company. The firm serves individual and family clients and describes itself as a capital allocator, which aligns with its practice of selecting third‑party managers. Revenue is generated through a mix of percentage‑of‑AUM fees and non‑AUM billing options (hourly, subscription, and fixed fees). Services extend beyond portfolio management to include financial planning for individuals and small businesses, pension consulting and adviser selection, publication of newsletters or periodicals, and insurance brokerage activity. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
3 of 3
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Ryan Gorman
Chief Investment OfficerCRD 6093708
Aaron Clark
Partner, Financial Advisor, CEOCRD 5346975
Contacts
3 of 15
Samuel Sikkel
Client Service AssociateCRD 7748975
Brent Rhoads
Risk Management SpecialistCRD 2947147
Caleb Schoon
Associate, Financial AdvisorCRD 7352483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$139M in ETFs
53%
$73.2M
47%
$66.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO) | Amplify Investments | Active | Derivative Income | $15.2M | 339,021 | 10.91% |
Location
Holland, MI
Ottawa
Location
Holland, MI
Headquartered in Holland, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 301 Hoover Blvd
- Time zone
- ET (UTC-5)
- Office locations
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