Wealthspan Investment Management, LLC
● SEC registered since 2024CRD 309553SEC# 801-129988Grand Rapids, MI
Reg. AUM
$93.1M
Employees
5
Accounts
448
Location
Grand Rapids, MI
Wealthspan Investment Management, LLC assets under management
Wealthspan Investment Management, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2024. It reports $93.1 million in regulatory assets under management and employs 5 people.
Wealthspan Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Russell Millar Control | Cco | Under 5% | 2026 |
| Jeffrey Keith Stukey Control | Managing Member | Over 75% | 2021 |
| Luminist Holdings, LLC Control | Member | 25-50% | 2024 |
| The Gearhart 2009 Irrevocable Trust Control | Member | 25-50% | 2024 |
| The Stanley Group LLC Control | Member | 25-50% | 2024 |
Frequently asked questions
How much does Wealthspan Investment Management, LLC manage?
Wealthspan Investment Management, LLC reports $93.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealthspan Investment Management, LLC have?
Wealthspan Investment Management, LLC reports 5 employees.
Where is Wealthspan Investment Management, LLC located?
Wealthspan Investment Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2024.
Does Wealthspan Investment Management, LLC disclose fund performance?
Wealthspan Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5030 Corporate Exchange Blvd. SE, Suite 201, Grand Rapids, MI 49512 |
| Phone | 616-655-1696 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$93.1M▲ 18%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$93.1Mregulatory AUM
Discretionary $93.1M