West Michigan Advisors, LLC
West Michigan Advisors, LLC is a registered investment adviser headquartered in Holland, Michigan. The firm was established in December 2020 and is led by multiple experienced professionals. It provides financial planning, portfolio management, investment selection and monitoring, generational wealth transfer, and risk management services, primarily focusing on individuals and families seeking personalized financial advisory. The team consists of approximately 15 employees, offering deep experience in client-focused wealth management and investment advisory.
Investment Strategy
West Michigan Advisors, LLC takes a highly personalized approach to investment management, focusing on listening to clients’ personal stories, life goals, and family needs. The firm tailors comprehensive financial plans and investment strategies for each client, emphasizing a holistic understanding of their long-term objectives. Core advisory services include portfolio management, investment selection and monitoring, generational wealth transfer, and risk management. Their philosophy centers on transparency, ongoing client communication, and informed decision-making backed by decades of combined staff experience.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GNTX | Gentex Corp | 11.13% | $39.5M | 1,794,798 | $31.41 | $21.99 | -$2.3M |
S SGOV | iShares TR 0-3 MNTH Treasry | 4.71% | $16.7M | 165,785 | $100.68 | $100.69 | +$11.2M |
D DIVO | Amplify CWP Enhanced DIV Inm ETF | 4.20% | $14.9M | 349,745 | $36.97 | $42.55 | +$742.6K |
M MSFT | Microsoft | 3.54% | $12.5M | 25,229 | $383.19 | $497.41 | +$5.2M |
A AAPL | Apple Inc | 2.67% | $9.5M | 46,145 | $177.81 | $205.17 | -$264.8K |