# STRATEGIES WEALTH ADVISORS, LLC

STRATEGIES WEALTH ADVISORS, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 289913
- Type: SEC-registered investment adviser
- SEC file number: 801-112177
- Location: 171 MONROE AVE. NW, SUITE 800, GRAND RAPIDS, MI, 49503
- Phone: 616-719-5007
- Latest filing: 2026-07-20
- Regulatory AUM: $3.3B
- Discretionary AUM: $3.1B
- Non-discretionary AUM: $165.0M
- Clients: 31
- Accounts: 3,978

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Investment cos, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Michael Thomas Berkemeier | MANAGING DIRECTOR; MANAGING MEMBER; OWNER | — |
| Aaron J Veldheer | CCO/MANAGING MEMBER; MANAGING DIRECTOR; MANAGING DIRECTOR/CCO (+2 more) | — |
| John Edward Vande Guchte | MEMBER; PARTNER | — |
| Mark Georges Ghafari | MEMBER; PARTNER | — |
| Stacy Annellis Spain | CCO | — |
| BERKEMEIER MICHAEL THOMAS | MANAGING MEMBER; MANAGING MEMBER/IAR; MANAGING MEMBER/SHAREHOLDER (+1 more) | — |
| DOTINGA LEAH M | CHIEF COMPLIANCE OFFICER | — |
| VELDHEER AARON J | MANAGING MEMBER; MANAGING MEMBER / IAR | — |
| VANDE GUCHTE JOHN EDWARD | INVESTMENT ADVISER REPRESENTATIVE; MEMBER | — |
| Ghafari Mark Georges | INVESTMENT ADVISER REPRESENTATIVE / CCO; MEMBER; MEMBER/CCO | — |
| Blanton Bobbi Jo Marie | CCO AND COO | — |


## Private funds (2)

Mix: Private Equity Fund 1 · Other Private Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| STRATEGIES+ TRM EQUITY FUND II ACCESS FUND LLC | Private Equity Fund | Delaware | 75 | $50.4M | $100K |
| INNOVIA PRIVATE HOLDINGS, LP | Other Private Fund | Delaware | 1 | — | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BIRMINGHAM | MI | 2 | 616-719-5007 |
| CHICAGO | IL | 1 | 312-667-5990 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289913/similar
- Related entities: https://search.stillhousedata.com/firm/289913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289913

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.