Captrust Wealth Advisors - Investment Advisers

About Captrust Wealth Advisors

Captrust Wealth Advisors is an investment adviser headquartered in Holland, Michigan, and its registered legal name is Well Done, LLC. The firm reports $2 billion in regulatory assets under management and 26 employees. It also has an office in Grand Rapids, Michigan. Other advisers based in the state are listed under investment advisers in Michigan. The firm offers services to individuals and to institutions. For individual clients, it describes wealth planning, investment management, and life guidance and legacy planning, along with tax-focused strategies and access to private market and alternative investments. For institutional clients, it describes consulting and strategy for retirement plans, endowments, and foundations. The firm says its advisors include Certified Financial Planners. Its described approach starts with a discussion of a client's goals and values, followed by a plan built from forecasts and strategies, and then periodic revisiting of that plan as circumstances change. Investment advisers across the country are also listed in the US investment advisers directory.

Key Facts

Assets Under Management

$2B

Employees

26

SEC File Number

801-80687