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 LLC is an independent, SEC-registered investment adviser formed in 2021. The firm serves predominantly individual and family clients and identifies itself as a capital allocator, using third-party managers as part of its investment approach. Its business mix includes traditional advisory work—financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services—alongside insurance brokerage activities. The firm also produces written market commentary or periodicals. Fee arrangements are flexible and include percentage-of-assets, hourly, subscription and fixed-fee models. West Michigan Advisors does not identify as an active ESG investor and is not designated as a multi-state 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 3Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
RYAN GORMAN
Chief Investment OfficerCRD 6093708
AARON CLARK
Partner, Financial Advisor, CEOCRD 5346975
Contacts
3 of 15Samuel 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
Similar firms
LVZ, INC.
RIAHOLLAND, MI
S.A. MASON, LLC
RIAHOLLAND, MI
CAPTRUST WEALTH ADVISORS
RIAHOLLAND, MI
DB & C ADVISORS, LLC
RIAHOLLAND, MI
ADVISORY ALPHA, LLC
RIAHOLLAND, MI
BRANCH CAPITAL MANAGEMENT
RIAHOLLAND, MI