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BEMANAGED

GRAND RAPIDS, MI · CRD 140099 · IAPD ↗ · bemanaged.com · 616.871.0751

$410.0MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BEMANAGED reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
43
April 2024 — BEMANAGED filed an Item 4A succession naming BEMANAGED (CRD 140099) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.