# Wealthspan Investment Management, LLC

Wealthspan Investment Management, LLC is a Registered Investment Adviser based in Grand Rapids, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Assets under management:** $93.1M regulatory AUM (Form ADV, July 2026)
- **Website:** wealthspanim.com

## Regulatory record

- **CRD number:** 309553
- **SEC file number:** 801-129988
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-07-01
- **Reports private funds:** No

## About

Wealthspan Investment Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 309553, SEC file 801-129988), with its main office in Grand Rapids, Michigan. Its Form ADV filed on 1 July 2026 reports $93.1M in regulatory assets under management across 448 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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