DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

West Michigan Advisors

Independent wealth managerHolland, MichiganCRD 312073SEC 801-120208websiteIAPD
Legal name Tamarisk Financial, LLC
Latest filing Jul 22, 2026
First filing on the tape Dec 21, 2020 · 41 filings
SEC status approved since Jan 21, 2021
RAUM
$781M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$778M individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$46.0M
derived; firm RAUM over IAPD count
Employees
23
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$781M as of Jul 22, 2026
Mar 7, 2022$286M then
HNW client RAUM$499M as of Jul 22, 2026
Mar 7, 2022$143M then
State-registered IARs (5.B.3)16 as of Jul 22, 2026
Mar 7, 20227 then
Employees (5.A)23 as of Jul 22, 2026
Mar 7, 202211 then
Private funds: no history
RAUM +27% over the last fiscal year+41% a year over threeIARs 11 to 16
Practice profile
derived from the filing of Jul 22, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$46.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
81derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.1MderivedHNW RAUM over HNW clients
Average account
$261,050derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
17.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+27%derivedbetween the last two annual amendments
Advisor growth, one year
+45%derivedItem 5.B.3 between annual amendments
Client growth, one year
+16%derived
Compensation
percentage of assets, hourly, fixed fees, subscriptionreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publicationsreportedItem 5.G
Custody
$16.6M, 43 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$499M64%
  • Individuals$278M36%
  • Charitable organizations$3.5M0.4%
Individual clients
1,218reported
HNW clients
160reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,993reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
$16.6M for 43 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Shane Alan AilesHolland, MiFeb 18, 202130 y2
Aaron Michael ClarkHolland, MiFeb 18, 202115 y2
Stephanie Lynn SmithHolland, MiFeb 18, 202116 y1
Kevin Howard ClarkHolland, MiFeb 18, 202143 y1
Kenneth Alan BaumanHolland, MiJul 23, 202131 y1
Heather Lynnelle MosherHolland, MiJan 12, 202217 y2
Thomas Scott BoschHolland, MiJan 4, 202321 y1
Kyle Joshua BrossHolland, MiJun 7, 202313 y1
Jeffrey David PerkinsHolland, MiOct 4, 202312 y1
Ryan Michael GormanChartered Financial AnalystHolland, MiJun 4, 202414 y2
Samuel William SikkelHolland, MiAug 13, 202412 y0
Caleb Jay SchoonHolland, MiSep 26, 202410 y1
Kurt Thomas JollyHolland, MiDec 2, 202410 y1
Matthew Alexander HoggHolland, MiJan 2, 202520 y1
Brent Harold RhoadsHolland, MiMay 19, 202528 y1
Jacqueline Anne AntoneHolland, MiJul 9, 202533 y2
Kirsen Lynn DoolittleHolland, MiMay 19, 202628 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Scott Thomas Bosch · Member/Partnercontrol
        since 04/2023 · owns 10% to 25%
      • Michael Aaron Clark · Member/Ceo/Partnercontrol
        since 04/2024 · owns 25% to 50%
      • Howard Kevin Clark · Managing Partnercontrol
        since 12/2020 · owns 5% to 10%
      • Michael Ryan Gorman · Chief Investment Officercontrol
        since 06/2024 · owns less than 5%
      • Lynn Stephanie Smith · Client Operations Specialistcontrol
        since 05/2023 · owns less than 5%
      • Ken Filippini · Trusteecontrol
        since 12/2023 · owns F of Kdc Revocable Living Trust
      • Scott Lonny Elfenbein · Chief Compliance Officer
        since 05/2023 · owns less than 5%
      Entity owners
      • Symphony Grove LLC. · Partner
        direct · owns 25% to 50%
      • Kdc Revocable Living Trust · Partner
        indirect · owns 25% to 50% of Symphony Grove LLC.
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Holland, Mi · principal17102
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • employee count surgeChange between filings · filing Apr 23, 2026
        employees (Item 5.A) moved from 15.0 to 23.0 (+53.0%) between the annual amendments of 2025-04-17 and 2026-04-23; the peer median change was 0.0% (596 comparable advisers, 98.0th percentile of changes)
        peers: independent wealth managers, $500M to $1B (596) · 98% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 11 to 16
        Aug 19, 2025 to Feb 12, 2026
      • Advisory activities · 4 to 5
        Aug 19, 2025 to Feb 12, 2026
      • HNW clients · 132 to 160
        Aug 19, 2025 to Feb 12, 2026
      • Individual clients · 1,055 to 1,218
        Aug 19, 2025 to Feb 12, 2026
      • Assets in custody · $10.4M to $16.6M
        Aug 19, 2025 to Feb 12, 2026
      • Employees · 15 to 23
        Aug 19, 2025 to Feb 12, 2026
      • State-registered IARs · 11 to 16
        Aug 19, 2025 to Feb 12, 2026
      • Discretionary RAUM · $614M to $781M
        Aug 19, 2025 to Feb 12, 2026
      • HNW RAUM · $379M to $499M
        Aug 19, 2025 to Feb 12, 2026
      • Individual RAUM · $234M to $278M
        Aug 19, 2025 to Feb 12, 2026
      • RAUM · $614M to $781M
        Aug 19, 2025 to Feb 12, 2026
      • Related adviser · false to true
        Aug 19, 2025 to Feb 12, 2026
      • Financial planning clients · 101-250 to 101-250
        Apr 17, 2025 to May 19, 2025
      • Accounts · 3,079 to 2,993
        Nov 22, 2024 to Apr 17, 2025
      • Business name · WEST MICHIGAN ADVISORS, LLC to WEST MICHIGAN ADVISORS
        Nov 22, 2024 to Apr 17, 2025
      • Corporate clients · 8.0 to unset
        Nov 22, 2024 to Apr 17, 2025
      • HNW clients · 107 to 132
        Nov 22, 2024 to Apr 17, 2025
      • Individual clients · 1,003 to 1,055
        Nov 22, 2024 to Apr 17, 2025
      • Assets in custody · $7.1M to $10.4M
        Nov 22, 2024 to Apr 17, 2025
      • Discretionary RAUM · $495M to $614M
        Nov 22, 2024 to Apr 17, 2025
      • HNW RAUM · $287M to $379M
        Nov 22, 2024 to Apr 17, 2025
      • Individual RAUM · $204M to $234M
        Nov 22, 2024 to Apr 17, 2025
      • RAUM · $495M to $614M
        Nov 22, 2024 to Apr 17, 2025
      • Legal name · WEST MICHIGAN ADVISORS, LLC to TAMARISK FINANCIAL, LLC
        Nov 21, 2024 to Nov 22, 2024
      • Accounts · 2,194 to 3,079
        Jan 9, 2024 to Mar 13, 2024
      • Advisory employees · 9 to 11
        Jan 9, 2024 to Mar 13, 2024
      • BD registered reps · 2 to 3
        Jan 9, 2024 to Mar 13, 2024
      • Corporate clients · unset to 8.0
        Jan 9, 2024 to Mar 13, 2024
      • HNW clients · 105 to 107
        Jan 9, 2024 to Mar 13, 2024
      • Individual clients · 767 to 1,003
        Jan 9, 2024 to Mar 13, 2024
      • Assets in custody · $25.3M to $7.1M
        Jan 9, 2024 to Mar 13, 2024
      • Employees · 13 to 15
        Jan 9, 2024 to Mar 13, 2024
      • Financial planning clients · 51-100 to 101-250
        Jan 9, 2024 to Mar 13, 2024
      • State-registered IARs · 9 to 11
        Jan 9, 2024 to Mar 13, 2024
      • Discretionary RAUM · $280M to $495M
        Jan 9, 2024 to Mar 13, 2024
      • HNW RAUM · $151M to $287M
        Jan 9, 2024 to Mar 13, 2024
      • Individual RAUM · $127M to $204M
        Jan 9, 2024 to Mar 13, 2024
      • RAUM · $280M to $495M
        Jan 9, 2024 to Mar 13, 2024
      • Accounts · 1,653 to 2,194
        Jan 9, 2023 to Feb 8, 2023
      • Advisory employees · 8 to 9
        Jan 9, 2023 to Feb 8, 2023
      Signals
      12 dated events
      • West Michigan Advisors reported RAUM $781.3M, up 27% from $614.4M (2025-08-19 to 2026-02-12)
        Feb 12, 2026 · RAUM change · derived
      • Michael Ryan Gorman (Chief Investment Officer) appeared on Schedule A of West Michigan Advisors
        Nov 6, 2024 · Control person joined · fact
      • West Michigan Advisors reported RAUM $494.8M, up 77% from $279.8M (2024-01-09 to 2024-03-13)
        Mar 13, 2024 · RAUM change · derived
      • Alan Shane Ailes (Member / Partner) no longer on Schedule A of West Michigan Advisors (listed 2024-01-09, absent 2024-03-13)
        Mar 13, 2024 · Control person left · inference
      • Ken Filippini (Trustee) appeared on Schedule A of West Michigan Advisors
        Mar 13, 2024 · Control person joined · fact
      • Scott Thomas Bosch (Member/Partner) appeared on Schedule A of West Michigan Advisors
        Apr 13, 2023 · Control person joined · fact
      • Sterling Clint Myers (Member / Partner) no longer on Schedule A of West Michigan Advisors (listed 2023-02-27, absent 2023-04-13)
        Apr 13, 2023 · Control person left · inference
      • Lynn Stephanie Smith (Chief Compliance Officer) appeared on Schedule A of West Michigan Advisors
        Feb 18, 2021 · Control person joined · fact
      • Michael Aaron Clark (Member / Partner) appeared on Schedule A of West Michigan Advisors
        Feb 18, 2021 · Control person joined · fact
      • Alan Shane Ailes (Member / Partner) appeared on Schedule A of West Michigan Advisors
        Feb 18, 2021 · Control person joined · fact
      • Sterling Clint Myers (Member / Partner) appeared on Schedule A of West Michigan Advisors
        Feb 18, 2021 · Control person joined · fact
      • West Michigan Advisors Llc filed its initial SEC registration (Form ADV)
        Dec 21, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business phone
      616-820-1040reportedpublished by the firm, firm site, Sep 16, 2026
      Firm profile
      linkedin.com/company/tamariskfamilyofficereportedpublic record, Form ADV, Sep 17, 2026
      Firm profile
      linkedin.com/company/west-michigan-advisorsreportedpublic record, Form ADV, Sep 17, 2026
      Website
      tamariskresearch.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      (616) 820-1040reportedpublic record, Form ADV, Jul 22, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $46.0Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026