ADVOSION

ADVOSION of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 130405). Regulatory assets under management: $32.5M.

Registration

• CRD: 130405
• SEC file number: 801-67226
• Type: Registered investment adviser
• Location: 826 PARCHMENT DRIVE SE SUITE 205, GRAND RAPIDS, MI, 49546
• Phone: 616-954-2501
• Latest filing: 2026-03-19
• Regulatory AUM: $32.5M
• Discretionary AUM: $32.5M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130405 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search