← Tributary

WEST MICHIGAN ADVISORS

HOLLAND, MI · CRD 312073 · IAPD ↗ · (616) 820-1040

$781.3MRegulatory AUM
16Advisory reps
23Employees
0Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — WEST MICHIGAN ADVISORS reported RAUM up 27% ($614.4M -> $781.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2026 — WEST MICHIGAN ADVISORS grew from 11 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — WEST MICHIGAN ADVISORS crossed $500M in regulatory AUM ($494.8M -> $614.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
December 2024 — WEST MICHIGAN ADVISORS, LLC is now doing business as WEST MICHIGAN ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
October 2024 — WEST MICHIGAN ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — WEST MICHIGAN ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — WEST MICHIGAN ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — WEST MICHIGAN ADVISORS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — WEST MICHIGAN ADVISORS, LLC reported RAUM up 77% ($279.8M -> $494.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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