WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 309553
- Registered since
- June 13, 2024
- Website
- wealthspanpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.68%
- HNWI37.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthspan Investment Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. SEC registration began in 2024 and the firm offers a mix of fee arrangements — percentage of AUM, hourly and fixed fees — to support financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. The firm reports an affiliation with other investment and insurance entities and identifies itself as a related adviser, which supports its role in sourcing outside managers and insurance solutions for clients. Wealthspan is not an active ESG investor by its own reporting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Other37%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
Contacts
3 of 5Robert Mendenall
PresidentCRD 6569067
JEFFREY STUKEY
President, Co-FounderCRD 4749573
MELISSA MENDENALL
Investment Advisor RepresentativeCRD 1745247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 4981 Cascade Rd SE
- Time zone
- ET (UTC-5)
- Office locations
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