WELL DONE, LLC
Doing business as CAPTRUST WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,002,870,528
Discretionary
$1,990,554,968
Non-discretionary
$12,315,560
Firm details
- CRD number
- 173736
- SEC file number
- 801-80687
- Main office
- HOLLAND, MI, United States
- Employees
- 26
- SEC status
- Approved
- Website
- http://ctwealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.