| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Strategies+ Trm Equity Fund II Access Fund LLC | Private Equity | $30.2M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron J Veldheer Control | Managing Director | Under 5% | 2020 |
| Innovia Wealth Holdings, LLC | Holding Company/Direct Owner | Over 75% | 2025 |
| John Edward Vande Guchte | Partner | Under 5% | 2020 |
Strategies Wealth Advisors, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
Strategies Wealth Advisors, LLC manages 1 private funds with combined gross assets of $30.2 million.
Strategies Wealth Advisors, LLC reports 30 employees.
Strategies Wealth Advisors, LLC is based in Grand Rapids, MI and has been SEC-registered since 2017.
Strategies Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.11B |
| Non-discretionary | $317.9M |
| Total (RAUM) | $2.43B |