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STRATEGIES WEALTH ADVISORS, LLC, CRD 289913
GRAND RAPIDS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN EDWARD VANDE GUCHTE | n/a | GRAND RAPIDS, MI | 8 | 10 | 1 | no |
| MICHAEL THOMAS BERKEMEIER | n/a | GRAND RAPIDS, MI | 8 | 24 | 1 | no |
| Alex Douglas Timmer | n/a | GRAND RAPIDS, MI | 7 | 13 | n/a | no |
| AARON J VELDHEER | n/a | GRAND RAPIDS, MI | 6 | 12 | 1 | no |
| Mark Georges Ghafari | n/a | GRAND RAPIDS, MI | 6 | 10 | 1 | no |
| Andrew Jensen Boatright | Certified Financial Planner | GRAND RAPIDS, MI | 6 | 12 | 1 | no |
| Douglas Joseph Kadison | Certified Financial Planner | CHICAGO, IL | GRAND RAPIDS, MI | 6 | 13 | 3 | no |
| Peter Edward Ross | Certified Financial Planner | GRAND RAPIDS, MI | 5 | 12 | n/a | no |
| JACOB RODERICK WATSON | Certified Financial Planner | GRAND RAPIDS, MI | 4 | 22 | n/a | no |
| ISAIAH Steven BLEILER | Certified Financial Planner | GRAND RAPIDS, MI | Birmingham, MI | 3 | 12 | n/a | no |
| GEORGE PANTLIND | Certified Financial Planner | GRAND RAPIDS, MI | 2 | 20 | 1 | no |
| Andrea Siegel Command | Chartered Financial Consultant | GRAND RAPIDS, MI | 2 | 10 | n/a | no |
| Gregory A Bosch | Chartered Financial Analyst | GRAND RAPIDS, MI | 2 | 19 | 1 | no |
| Micah Kinde | Certified Financial Planner | GRAND RAPIDS, MI | 1 | 12 | n/a | no |
| Jacob Nicholas Petrick | Certified Financial Planner | GRAND RAPIDS, MI | 1 | 13 | 1 | no |
| Samantha Doletzky | n/a | GRAND RAPIDS, MI | 0 | 10 | n/a | no |
| Tyler J DeMoss | n/a | GRAND RAPIDS, MI | 0 | 11 | 1 | no |
| Reese Anthony Pustover | n/a | GRAND RAPIDS, MI | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STRATEGIES+ TRM EQUITY FUND II ACCESS FUND LLC | Private Equity Fund | $50.4M | Jul 20, 2026 | 37 | Feb 15, 2023 | reported | 021-1938142 |
| INNOVIA PRIVATE HOLDINGS, LP | n/a | $0 | Jul 20, 2026 | 1 | Jul 20, 2026 | reported | 021-2093098 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERKEMEIER, MICHAEL, THOMAS | MANAGING DIRECTOR | Na | yes | 10/2017 | Jul 20, 2026 | Jul 20, 2026 |
| VELDHEER, AARON, J | MANAGING DIRECTOR/CCO | Na | yes | 01/2020 | Jul 20, 2026 | Jul 20, 2026 |
| Blanton, Bobbi Jo, Marie | CCO AND COO | Na | yes | 02/2023 | Feb 15, 2023 | Sep 4, 2024 |
| Ghafari, Mark, Georges | Partner | Na | no | 01/2020 | Jul 20, 2026 | Jul 20, 2026 |
| INNOVIA WEALTH HOLDINGS, LLC | HOLDING COMPANY/DIRECT OWNER | E | no | 04/2025 | Jul 20, 2026 | Jul 20, 2026 |
| VANDE GUCHTE, JOHN, EDWARD | Partner | Na | no | 01/2020 | Jul 20, 2026 | Jul 20, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 2, 2026 | $3.3B | $3.1B | 31 | 17 | 2 | 2 | n/a |
| 2024 | Jan 28, 2025 | $2.2B | $1.9B | 26 | 18 | 1 | 1 | n/a |
| 2023 | Mar 18, 2024 | $2.0B | $1.7B | 26 | 18 | 1 | 1 | $3.2M |
| 2022 | Mar 6, 2023 | $1.4B | $1.2B | 23 | 13 | 1 | 1 | $3.2M |
| 2021 | Mar 27, 2022 | $1.3B | $1.1B | 14 | 11 | 2 | n/a | n/a |
| 2020 | Mar 31, 2021 | $720M | $627M | 15 | 7 | 2 | n/a | n/a |
| 2019 | Apr 3, 2020 | $297M | $297M | 10 | 8 | 1 | n/a | n/a |
| 2018 | Mar 30, 2019 | $107M | $107M | 5 | 5 | 0 | n/a | n/a |
| 2017 | Apr 5, 2018 | $0 | $0 | 4 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 2 | 0 | 11.1% | 0 | 0 | 0 | 5 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.3B | $2.2B | 47.3% | $1.4B | 32.5% | 31 | 26 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 3 | Jan 17, 2020 | Jan 4, 2020 | GRAND RAPIDS, MI | Team lift out | Wirehouse to RIA | 0.0% |
| VALMARK ADVISERS, INC. | 2 | Jan 24, 2018 | Jan 24, 2018 | GRAND RAPIDS, MI | Team lift out | Other | 1.2% |