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Wealthspan Investment Management, LLC

● SEC registered since 2024CRD 309553SEC# 801-129988Grand Rapids, MI
Export (members)
Reg. AUM
$79M
Employees
5
Accounts
469
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 $79 million in regulatory assets under management and employs 5 people.
www.wealthspanim.comView on SEC.gov ↗

Wealthspan Investment Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Jeffrey Keith Stukey ControlManaging Member/CcoOver 75%2021
Luminist Holdings, LLC ControlMember25-50%2024
Frederick William Gearhart ControlTrustee/Owner/MemberOver 75%2024
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Frequently asked questions

How much does Wealthspan Investment Management, LLC manage?

Wealthspan Investment Management, LLC reports $79 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

Address4981 Cascade Road, Suite C, Grand Rapids, MI 49546
Phone616-655-1696
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$79M
Non-discretionary$0
Total (RAUM)$79M