WEALTHSPAN INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$93,058,700
Discretionary
$93,058,700
Non-discretionary
$0
Firm details
- CRD number
- 309553
- SEC file number
- 801-129988
- Main office
- GRAND RAPIDS, MI, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTPS://WWW.WEALTHSPANIM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.