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WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI · CRD 309553 · IAPD ↗ · wealthspanim.com · 616-655-1696

$93.1MRegulatory AUM
5Advisory reps
5Employees
3Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — WEALTHSPAN INVESTMENT MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — WEALTHSPAN INVESTMENT MANAGEMENT, LLC reported RAUM up 993% ($7.2M -> $79.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
September 2024 — WEALTHSPAN INVESTMENT MANAGEMENT, LLC notice-filed in FL, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — WEALTHSPAN INVESTMENT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2024 — WEALTHSPAN INVESTMENT MANAGEMENT, LLC (GRAND RAPIDS, MI) is newly SEC-registered with $7.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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