ADVANCE WEALTH MANAGEMENT SERVICE, LLC

ADVANCE WEALTH MANAGEMENT SERVICE, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 301780). Regulatory assets under management: $88.5M.

Registration

• CRD: 301780
• SEC file number: 801-115284
• Type: Registered investment adviser
• Location: 40 PEARL STREET NW, GRAND RAPIDS, MI, 49503
• Phone: (616) 363-3209
• Latest filing: 2026-03-19
• Regulatory AUM: $88.5M
• Discretionary AUM: $88.5M
• Clients: 1
• Accounts: 587

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

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 301780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search