Wealthspan Investment Management

Investment Management • Grand Rapids, Michigan, United States • 1-10 Employees

Company overview

Headquarters	1500 East Beltline Ave SE, Suite 200, Grand Rapids, MI 49506, US
Website	wealthspanim.com
NAICS	5231
Employees	1-10

Key Contact at Wealthspan Investment Management

Kirk Ashburn

Co-Founder

About Wealthspan Investment Management

Life isn't about money - it's about the moments you create with those who mean the most to you. It's about accomplishing your goals and dreams and helping others do the same. Life is about living to the fullest. Money, managed well, just allows us to have the freedom to make it all happen. Wealthspan Investment Management is dedicated to walking with you on your financial journey - to uncover your hopes, dreams, and fears and create a plan to help you overcome your fears and confidently pursue your hopes and dreams. Our advisors are honest, work with integrity, act as fiduciaries, and always put your needs first in every recommendation that is made. Our advisors aren't salespeople trying to get you to buy something. They are educators, advisors, counselors, and friends whose sole purpose is to help you reach the level of success you are looking to achieve. Allow us to help you create the moments you'll remember and cherish forever. If done well, your kids and grandkids will remember and cherish them forever, too! Reach out to get started today! Reach out to (616) 655-1691 and we'll connect you with an advisor close to you.

Wealthspan Investment Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Wealthspan Investment Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealthspan Investment Management has never raised funding before.