Wealthspan Investment Management, LLC
Wealthspan Investment Management, LLC is an SEC-registered mass-market adviser in Grand Rapids, MI with $93.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wealthspan Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309553, SEC 801-129988, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $93.1M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Grand Rapids, MI
- Employees
- 5
- Clients
- 326
- CRD
- 309553
- Ownership
- STUKEY, JEFFREY, KEITH; BIEBEL, JUSTIN, JOHN; THE GEARHART 2009 IRREVOCABLE TRUST; TIMMERMANS, JOHN, MICHAEL; LUMINIST HOLDINGS, LLC
How much AUM does Wealthspan Investment Management, LLC have?
Wealthspan Investment Management, LLC reported $93.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Wealthspan Investment Management, LLC?
Disclosed owners and executives of Wealthspan Investment Management, LLC include STUKEY, JEFFREY, KEITH, BIEBEL, JUSTIN, JOHN, THE GEARHART 2009 IRREVOCABLE TRUST, TIMMERMANS, JOHN, MICHAEL, LUMINIST HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.