# West Michigan Advisors

> West Michigan Advisors is an SEC-registered investment advisory firm in Holland, MI, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 312073
- Filed as: WEST MICHIGAN ADVISORS
- Legal name: Tamarisk Financial, LLC
- Also doing business as: TAMARISK FAMILY OFFICE, TAMARISK RESEARCH, WEST MICHIGAN ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holland, MI
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312073
- AdvisorCensus page: https://advisorcensus.com/firm/west-michigan-advisors-holland-mi-312073

## Quick answers

**How is West Michigan Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), West Michigan Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is West Michigan Advisors located?**
West Michigan Advisors' principal office is in Holland, MI, according to its Form ADV.

**Is West Michigan Advisors registered with the SEC or a state?**
West Michigan Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312073.

**How much does West Michigan Advisors manage?**
West Michigan Advisors reports $781,324,025 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**How have West Michigan Advisors' assets and staff changed since 2021?**
In the Form ADV data for West Michigan Advisors: Regulatory assets under management: $252,924,877 in the October 2021 data and $781,324,025 in the October 2026 data, up 209%. Total employees: 5 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does West Michigan Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,218); high net worth individuals (160).

**Which custodians does West Michigan Advisors use?**
West Michigan Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does West Michigan Advisors 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/312073

**What changed in West Michigan Advisors' recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 11 to 16. Regulatory assets under management went from $614,378,710 to $781,324,025 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.

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: $781,324,025
- Discretionary: $781,324,025
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,218 | $278,362,291 |
| High net worth individuals | 160 | $499,488,413 |
| Charitable organizations | Fewer than 5 | $3,473,321 |

### 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)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 23 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, KY, LA, MI, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tamariskresearch.com
- westmichiganadvisors.com
- Facebook @westmichiganadvisors
- Instagram @westmichiganadvisors
- LinkedIn @tamariskfamilyoffice
- LinkedIn @west-michigan-advisors
- YouTube @UCNzplmALsk4qApPtfydgLkw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $252,924,877 | 5 | August 31, 2021 |
| October 2022 | $285,761,141 | 12 | August 12, 2022 |
| October 2023 | $279,823,056 | 13 | July 14, 2023 |
| October 2024 | $494,777,070 | 15 | September 23, 2024 |
| October 2025 | $614,378,710 | 15 | May 19, 2025 |
| October 2026 | $781,324,025 | 23 | July 22, 2026 |

Regulatory assets under management: $252,924,877 in the October 2021 data and $781,324,025 in the October 2026 data, up 209%.
Total employees: 5 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 11 to 16.
- Regulatory assets under management went from $614,378,710 to $781,324,025 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Michigan Advisors (CRD 312073): Form ADV filing data as of October 2026.