Key facts
- CAPTRUST WEALTH ADVISORS is a other based in HOLLAND, MI.
- CAPTRUST WEALTH ADVISORS reports $5.9M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 173736- Regulatory AUM
- $5.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 26
- Registered office
- HOLLAND, MI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WELL DONE, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CAPTRUST WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CAPTRUST WEALTH ADVISORS's AUM?
- CAPTRUST WEALTH ADVISORS manages approximately $5.9M in assets.