West Michigan Advisors

Overview

West Michigan Advisors is an SEC registered investment adviser based in Holland, MI, registered since 2021. It reports $781M in assets under management across 2,993 accounts, with 23 employees. It has 17 investment adviser representatives.

Reported AUM

$781M

Discretionary

100%

Accounts

2,993

Average account

$261K

Employees

23

Advisory reps

17

Registered since

2021

Jurisdictions

13

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees

Executive officers 3 of 6

• Aaron Michael Clark Member, Chief Executive Officer, Managing Partner CRD 5346975
• Lonny Scott Elfenbein Chief Compliance Officer CRD 2937038
• Ryan Michael Gorman Chief Investment Officer CRD 6093708

3 more executive officers, with direct contact details

Advisory reps 3 of 17

• Shane A Ailes Insurance Agent · Investment Adviser Rep CRD 2455314
• Jacqueline Ande Antone Insurance Agent · Investment Adviser Rep CRD 2314415
• Kenneth A Bauman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2514380

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

301 Hoover Blvd Ste 300
Holland, MI 49423

County

Ottawa

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: westmichiganadvisors.com

Every state, with registration dates

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