STRATEGIES WEALTH ADVISORS, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 289913). Regulatory assets under management: $3.3B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Investment cos, Other.
| 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 Equity Fund: 1 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| BIRMINGHAM | MI | 2 | 616-719-5007 |
| CHICAGO | IL | 1 | 312-667-5990 |