RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 3, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
STUKEY, JEFFREY, KEITHIMANAGING MEMBER/CCOE Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control
LUMINIST HOLDINGS, LLCDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DUNN, KATHLEEN, ERINITHE STANLEY GROUP LLCE Control
DUNN, KATHLEEN, ERINITHE STANLEY GROUP LLCE Control
DUNN, KATHLEEN, ERINITHE STANLEY GROUP LLCE Control
DUNN, KATHLEEN, ERINITHE STANLEY GROUP LLCE Control
DUNN, KATHLEEN, ERINITHE STANLEY GROUP LLCE Control
DUNN, KATHLEEN, ERINITHE STANLEY GROUP LLCE Control
GEARHART, FREDERICK, WILLIAMITHE GEARHART 2009 IRREVOCABLE TRUSTE Control
GEARHART, FREDERICK, WILLIAMITHE GEARHART 2009 IRREVOCABLE TRUSTE Control
GEARHART, FREDERICK, WILLIAMITHE GEARHART 2009 IRREVOCABLE TRUSTE Control
GEARHART, FREDERICK, WILLIAMITHE GEARHART 2009 IRREVOCABLE TRUSTE Control
GEARHART, FREDERICK, WILLIAMITHE GEARHART 2009 IRREVOCABLE TRUSTE Control
GEARHART, FREDERICK, WILLIAMITHE GEARHART 2009 IRREVOCABLE TRUSTE Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
BIEBEL, JUSTIN, JOHNILUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE GEARHART 2009 IRREVOCABLE TRUSTDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
THE STANLEY GROUP LLCDELUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control
TIMMERMANS, JOHN, MICHAELILUMINIST HOLDINGS, LLCC Control

Registrations

Federal

IA
Dec 3, 2025 REGISTERED

Notice Filings (7)

FL IL MI NJ SC TX VA

Address

4981 CASCADE ROAD, SUITE C
GRAND RAPIDS, MI 49546
United States
Phone: 616-655-1696