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CAPTRUST WEALTH ADVISORS
WELL DONE, LLC
CRD 173736 · SEC 801-80687
85 E 8TH STREET, SUITE 150, HOLLAND, MI, 49423, United States
Phone
(616) 392-5332
Fax
(616) 392-5565
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.00B
Discretionary AUM
$1.99B
Team
26 total employees; 20 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 497 | $173.4M |
| High net worth individuals | 366 | $1.43B |
| Pension/profit sharing plans | 9 | $21.0M |
| Charitable organizations | 29 | $195.0M |
| Corporations/business entities | 25 | $186.1M |
States served
CA, CO, IL, IN, LA, MI, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD