Strategies Wealth Advisors, LLC
● SEC registered since 2017CRD 289913SEC# 801-112177Grand Rapids, MI
Ranks #1,666 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.29B
Fund GAV
$50.4M
Private funds
2
Employees
31
Accounts
3,978
Location
Grand Rapids, MI
Strategies Wealth Advisors, LLC assets under management
Strategies Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2017. It reports $3.3 billion in regulatory assets under management and employs 31 people. Strategies Wealth Advisors, LLC manages 2 private funds with combined gross assets of $50.4 million, including Strategies+ Trm Equity Fund II Access Fund LLC. By regulatory assets, it ranks 1,666 of 6,004 private fund managers.
Strategies Wealth Advisors, LLC private funds
2 funds · $50.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Strategies+ Trm Equity Fund II Access Fund LLC | Private Equity | $50.4M | $100K |
| Innovia Private Holdings, LP | Other Private | — | $100K |
Strategies Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron J Veldheer Control | Managing Director/Cco | Under 5% | 2020 |
| Innovia Wealth Holdings, LLC | Holding Company/Direct Owner | Over 75% | 2025 |
| John Edward Vande Guchte | Partner | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategies Wealth Advisors, LLC manage?
Strategies Wealth Advisors, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Strategies Wealth Advisors, LLC manage?
Strategies Wealth Advisors, LLC manages 2 private funds with combined gross assets of $50.4 million.
How many employees does Strategies Wealth Advisors, LLC have?
Strategies Wealth Advisors, LLC reports 31 employees.
Where is Strategies Wealth Advisors, LLC located?
Strategies Wealth Advisors, LLC is based in Grand Rapids, MI and has been SEC-registered since 2017.
Does Strategies Wealth Advisors, LLC disclose fund performance?
Strategies Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 171 Monroe Ave. NW, Suite 800, Grand Rapids, MI 49503 |
| Phone | 616-719-5007 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1976435 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.29B▲ 47%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 28%
Larger than 72% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$3.29Bregulatory AUM
Discretionary $3.12BNon-discretionary $165M
Fund type mix
Other Private1
Private Equity1
Service providers
Auditor
Custodian
Administrator