DBA: WEST MICHIGAN ADVISORS
| Total AUM | $781.3M |
| Discretionary | $781.3M100% of AUM |
| Client Accounts | 2,993 |
| Avg Account Size | $261K |
| Employees | 23 |
| Peak AUM | $781.3MFeb 2026 |
Total AUM
$781M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $781M | +27.2% | +40.8% | — | |
| Discretionary AUM | $781M | ||||
| Total AUM | $781.3M |
| Discretionary | $781.3M |
| Employees | 23 |
| Client Accounts | 2993 |
| Client Range | 101-250 |
Address
301 HOOVER BLVD.
HOLLAND MI 49423
Phone
(616) 820-1040
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$781M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +27.2% |
| +40.8% |
| — |
| Total Accounts | 3k | 0.0% | +10.9% | — |
| Avg Account Size | $261,050.459 | +27.2% | +27.0% | — |
| Employees | 23 | +53.3% | +20.9% | +35.0% |
| AUM / Employee | $34M | 17.1% | +16.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $778M | +26.8% | +40.9% | — | |
| Institutional AUM | $3M | +335.7% | +27.7% | — | |
Client Count Segments | |||||
| HNW Clients | 1k | +15.5% | +16.7% | — | |
| Individuals | 160 | +21.2% | +15.1% | — | |