WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD #309553 SEC #801-129988 GRAND RAPIDS, MI 616-655-1696
SEC Registered
Total AUM
$79M
Discretionary
$79M
Employees
5
Clients
0
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $79M | $79M | $0 | 5 | 5 |
| Mar 2025 | $79M | $79M | $0 | 5 | 5 |
| Aug 2024 | $7.2M | $7.2M | $0 | 4 | 5 |
| Aug 2024 | $7.2M | $7.2M | $0 | 4 | 5 |
| Aug 2024 | $7.2M | $7.2M | $0 | 4 | 5 |
| May 2024 | $7.2M | $7.2M | $0 | 2 | 5 |
| May 2024 | $7.2M | $7.2M | $0 | 2 | 5 |
| Apr 2024 | $7.2M | $7.2M | $0 | 2 | 5 |
| Mar 2024 | $7.2M | $7.2M | $0 | 2 | 5 |
DateDec 2025
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees5
Clients5
DateMar 2025
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees5
Clients5
DateAug 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees4
Clients5
DateAug 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees4
Clients5
DateAug 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees4
Clients5
DateMay 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees2
Clients5
DateMay 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees2
Clients5
DateApr 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees2
Clients5
DateMar 2024
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees2
Clients5