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WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553 · SEC 801-129988
4981 CASCADE ROAD, SUITE C, GRAND RAPIDS, MI, 49546, United States
Phone
616-655-1696
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$93.1M
Discretionary AUM
$93.1M
Team
5 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 300 | $58.3M |
| High net worth individuals | 26 | $34.7M |
States served
IL, MI, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD