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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

ACRISURE ASSET & WEALTH MANAGEMENT, LLC

CRD 323207

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc2e310-e89d-3490-64f7-016dda5d165f

Data as of Nov 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Oct 23, 2022 to Nov 26, 2024
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 14Schedule D 1.F, beyond the principal office
SEC number: 801-126928
CRD: 323207
Filings on the tape: 10
First filed: Oct 23, 2022
Latest filed: Nov 26, 2024
Organised: Limited Liability Company, Michigan

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACRISURE HOLDINGS, INC.	100% OWNER OF SINGLE CLASS OF COMMON STOCK	E	yes	02/2013	Oct 23, 2022	Nov 26, 2024
ACRISURE INTERMEDIATE, INC.	100% OWNER OF SINGLE CLASS OF MEMBERSHIP INTEREST	E	yes	02/2013	Oct 23, 2022	Nov 26, 2024
ACRISURE, LLC	Member	E	yes	07/2022	Oct 23, 2022	Nov 26, 2024
BRUSK, JOEL, THOMAS	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Oct 23, 2022	Nov 26, 2024
FOLEY, RYAN, GERARD	EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, & SECRETARY	Na	yes	07/2022	Oct 23, 2022	Nov 26, 2024
KOLENDA, COURTNEY, LYNNE	VICE PRESIDENT OF LICENSING	Na	yes	07/2022	Oct 23, 2022	Nov 26, 2024
Miller, Aaron	CHIEF FINANCIAL OFFICER AND EXECUTIVE VICE PRESIDENT	Na	yes	11/2024	Nov 26, 2024	Nov 26, 2024
Tuttle, John	President	Na	yes	11/2024	Nov 26, 2024	Nov 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACRISURE, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Also broker-dealer
Pelham	Al	United States	no
SHERMAN OAKS	CA	United States	no
Evans	Ga	United States	no
Honolulu	Hi	United States	no
Chicago	IL	United States	no
OVERLAND PARK	Ks	United States	no
Worcester	Ma	United States	no
Fairfield	Nj	United States	no
LAS VEGAS	Nv	United States	no
NEW YORK	NY	United States	no
Springfield	Or	United States	no
KING OF PRUSSIA	Pa	United States	no
HILTON HEAD	Sc	United States	no
Woodbridge	Va	United States	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 29, 2024	n/a	n/a	3	1	14	n/a	n/a
2022	Feb 13, 2023	n/a	n/a	3	1	14	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	n/a	n/a	n/a	n/a	n/a	3	3	14	14

Relationships

Affiliated with (2)

← CHADLER INVESTMENT ADVISORY SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ACRISURE CAPITAL ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (7)

← BRUSK, JOEL, THOMASOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 23, 2022 to presentfactForm ADV
← FOLEY, RYAN, GERARDOwnerEXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, & SECRETARY, ownership code NA, individual
Oct 23, 2022 to presentfactForm ADV
← KOLENDA, COURTNEY, LYNNEOwnerVICE PRESIDENT OF LICENSING, ownership code NA, individual
Oct 23, 2022 to presentfactForm ADV
← Tuttle, JohnOwnerPRESIDENT, ownership code NA, individual
Nov 26, 2024 to presentfactForm ADV
← Miller, AaronOwnerCHIEF FINANCIAL OFFICER AND EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Nov 26, 2024 to presentfactForm ADV
← ACRISURE HOLDINGS, INC.Owner100% OWNER OF SINGLE CLASS OF COMMON STOCK, ownership code E, domestic entity
Oct 23, 2022 to presentfactForm ADV
← ACRISURE INTERMEDIATE, INC.Owner100% OWNER OF SINGLE CLASS OF MEMBERSHIP INTEREST, ownership code E, domestic entity
Oct 23, 2022 to presentfactForm ADV

Dated events

Occurred
Nov 26, 2024
Control person joined
John Tuttle (President) appeared on Schedule A of Acrisure Asset & Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Nov 26, 2024
Control person joined
Aaron Miller (Chief Financial Officer And Executive Vice President) appeared on Schedule A of Acrisure Asset & Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 6, 2023
Control person left
Henry Gregory Weibley (President) no longer on Schedule A of Acrisure Asset & Wealth Management, Llc (listed 2023-02-13, absent 2023-03-06)
Form ADVobserved 4 days ago
Occurred
Jan 20, 2023
Control person left
Jay Lowell Singer (Executive Vice President, Treasurer, & Chief Financial Officer) no longer on Schedule A of Acrisure Asset & Wealth Management, Llc (listed 2022-11-14, absent 2023-01-20)
Form ADVobserved 4 days ago
Occurred
Oct 23, 2022
First Form ADV filing
Acrisure Asset & Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3bc2e310-e89d-3490-64f7-016dda5d165f
First observed: Oct 23, 2022
Last observed: Nov 26, 2024 22 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACRISURE ASSET & WEALTH MANAGEMENT, LLC

CRD 323207

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc2e310-e89d-3490-64f7-016dda5d165f

Data as of Nov 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACRISURE HOLDINGS, INC.

100% OWNER OF SINGLE CLASS OF COMMON STOCK

yes

02/2013

Oct 23, 2022

Nov 26, 2024

ACRISURE INTERMEDIATE, INC.

100% OWNER OF SINGLE CLASS OF MEMBERSHIP INTEREST

yes

02/2013

Oct 23, 2022

Nov 26, 2024

ACRISURE, LLC

Member

yes

07/2022

Oct 23, 2022

Nov 26, 2024

BRUSK, JOEL, THOMAS

CHIEF COMPLIANCE OFFICER

yes

07/2022

Oct 23, 2022

Nov 26, 2024

FOLEY, RYAN, GERARD

EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, & SECRETARY

yes

07/2022

Oct 23, 2022

Nov 26, 2024

KOLENDA, COURTNEY, LYNNE

VICE PRESIDENT OF LICENSING

yes

07/2022

Oct 23, 2022

Nov 26, 2024

Miller, Aaron

CHIEF FINANCIAL OFFICER AND EXECUTIVE VICE PRESIDENT

yes

11/2024

Nov 26, 2024

Tuttle, John

President

yes

11/2024

Nov 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACRISURE, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Pelham

United States

SHERMAN OAKS

United States

Evans

United States

Honolulu

United States

Chicago

United States

OVERLAND PARK

United States

Worcester

United States

Fairfield

United States

LAS VEGAS

United States

NEW YORK

United States

Springfield

United States

KING OF PRUSSIA

United States

HILTON HEAD

United States

Woodbridge

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 29, 2024

n/a

2022

Feb 13, 2023

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

n/a