The Gearhart 2009 Irrevocable Trust is listed as Member at Wealthspan Investment Management, LLC in Grand Rapids, MI. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Wealthspan Investment Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does The Gearhart 2009 Irrevocable Trust work?
The Gearhart 2009 Irrevocable Trust is listed as Member at Wealthspan Investment Management, LLC on SEC Form ADV.
How much of Wealthspan Investment Management, LLC does The Gearhart 2009 Irrevocable Trust own?
Form ADV reports a beneficial ownership band of 25-50%.