# Wealthspan Investment Management, LLC

> Wealthspan Investment Management, LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 309553
- Filed as: WEALTHSPAN INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309553
- AdvisorCensus page: https://advisorcensus.com/firm/wealthspan-investment-management-llc-grand-rapids-mi-309553

## Quick answers

**How is Wealthspan Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthspan Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealthspan Investment Management, LLC located?**
Wealthspan Investment Management, LLC's principal office is in Grand Rapids, MI, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Wealthspan Investment Management, LLC registered with the SEC or a state?**
Wealthspan Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 309553.

**How much does Wealthspan Investment Management, LLC manage?**
Wealthspan Investment Management, LLC reports $93,058,700 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Wealthspan Investment Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Wealthspan Investment Management, LLC: Regulatory assets under management: $7,223,464 in the October 2024 data and $93,058,700 in the October 2026 data, up 1188%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthspan Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (26).

**Which custodians does Wealthspan Investment Management, LLC use?**
Wealthspan Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wealthspan Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309553

**Does Wealthspan Investment Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 1, 2026 says: "We do not require a minimum account size."

**What changed in Wealthspan Investment Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Account minimum: None

> We do not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $93,058,700
- Discretionary: $93,058,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $58,329,993 |
| High net worth individuals | 26 | $34,728,707 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MI, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Grand Rapids, MI
- Lexington, SC

### Websites listed on Form ADV (Item 1.I)
- wealthspanim.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $7,223,464 | 4 | August 28, 2024 |
| October 2025 | $78,970,252 | 5 | March 31, 2025 |
| October 2026 | $93,058,700 | 5 | July 1, 2026 |

Regulatory assets under management: $7,223,464 in the October 2024 data and $93,058,700 in the October 2026 data, up 1188%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $78,970,252 to $93,058,700 (+18%).

### January 2026
- No longer registered or notice-filed in NJ, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthspan Investment Management, LLC (CRD 309553): Form ADV filing data as of October 2026.