WELL DONE, LLC
Legal name: CAPTRUST WEALTH ADVISORS
CRD #173736 SEC #801-80687 HOLLAND, MI (616) 392-5332
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
26
Clients
--
Accounts
2,912
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.9B | $1.9B | $11.6M | 26 | 0 |
| Feb 2025 | $1.9B | $1.9B | $11.6M | 26 | 0 |
| Feb 2024 | $1.7B | $1.7B | $10.1M | 26 | 0 |
| Sep 2023 | $1.5B | $1.5B | $8.6M | 24 | 0 |
| Mar 2023 | $1.5B | $1.5B | $8.6M | 24 | 0 |
| Jan 2023 | $1.7B | $1.7B | $12.7M | 23 | 1 |
| Jun 2022 | $1.7B | $1.7B | $12.7M | 23 | 1 |
| Mar 2022 | $1.7B | $1.7B | $12.7M | 23 | 1 |
| Dec 2021 | $1.5B | $1.5B | $0 | 21 | 0 |
| Jun 2021 | $1.5B | $1.5B | $0 | 21 | 0 |
| Feb 2021 | $1.5B | $1.5B | $0 | 21 | 0 |
| Jan 2021 | $1.4B | $1.4B | $0 | 21 | 0 |
| May 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Feb 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Nov 2019 | $1B | $1B | $0 | 18 | 4 |
| Oct 2019 | $1B | $1B | $0 | 18 | 4 |
| Jul 2019 | $1B | $1B | $0 | 18 | 4 |
| Mar 2019 | $1B | $1B | $0 | 18 | 4 |
| Jan 2019 | $990.8M | $990.8M | $0 | 18 | 0 |
| Dec 2018 | $990.8M | $990.8M | $0 | 18 | 0 |
| Apr 2018 | $990.8M | $990.8M | $0 | 18 | 0 |
| Mar 2018 | $990.8M | $990.8M | $0 | 18 | 0 |
| Sep 2017 | $872.2M | $872.2M | $0 | 15 | 600 |
| May 2017 | $872.2M | $872.2M | $0 | 15 | 600 |
| Mar 2017 | $872.2M | $872.2M | $0 | 15 | 600 |
| Nov 2016 | $887.5M | $887.5M | $0 | 16 | 600 |
| Aug 2016 | $887.5M | $887.5M | $0 | 16 | 600 |
| May 2016 | $887.5M | $887.5M | $0 | 16 | 600 |
| Apr 2016 | $887.5M | $887.5M | $0 | 16 | 600 |
| Feb 2016 | $887.5M | $887.5M | $0 | 16 | 600 |
| Feb 2016 | $887.5M | $887.5M | $0 | 16 | 600 |
| Sep 2015 | $882.4M | $882.4M | $0 | 13 | 0 |
| Feb 2015 | $0 | $0 | $0 | 13 | 0 |
| Jan 2015 | $0 | $0 | $0 | 13 | 0 |
| Nov 2014 | $0 | $0 | $0 | 13 | 0 |
DateNov 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$11.6M
Employees26
Clients0
DateFeb 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$11.6M
Employees26
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.1M
Employees26
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.6M
Employees24
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.6M
Employees24
Clients0
DateJan 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.7M
Employees23
Clients1
DateJun 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.7M
Employees23
Clients1
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.7M
Employees23
Clients1
DateDec 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateJun 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateFeb 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateJan 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateFeb 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateNov 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients4
DateOct 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients4
DateJul 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients4
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients4
DateJan 2019
Total AUM$990.8M
Discretionary$990.8M
Non-Disc.$0
Employees18
Clients0
DateDec 2018
Total AUM$990.8M
Discretionary$990.8M
Non-Disc.$0
Employees18
Clients0
DateApr 2018
Total AUM$990.8M
Discretionary$990.8M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$990.8M
Discretionary$990.8M
Non-Disc.$0
Employees18
Clients0
DateSep 2017
Total AUM$872.2M
Discretionary$872.2M
Non-Disc.$0
Employees15
Clients600
DateMay 2017
Total AUM$872.2M
Discretionary$872.2M
Non-Disc.$0
Employees15
Clients600
DateMar 2017
Total AUM$872.2M
Discretionary$872.2M
Non-Disc.$0
Employees15
Clients600
DateNov 2016
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees16
Clients600
DateAug 2016
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees16
Clients600
DateMay 2016
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees16
Clients600
DateApr 2016
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees16
Clients600
DateFeb 2016
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees16
Clients600
DateFeb 2016
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees16
Clients600
DateSep 2015
Total AUM$882.4M
Discretionary$882.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0