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Products & Services
About Wealthspan
Wealthspan Investment Management offers personalized financial, income, and longevity planning services. As an independent financial firm, we work tirelessly to improve outcomes for our clients so they can pursue their dreams and experience the life moments they've always imagined.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Wealthspan is one of 91,386 Financial companies listed in Michigan.
Business Contact Information
- Website
- wealthspanim.com
- Address
- 5030 Corporate Exchange Blvd SE, Grand Rapids, Michigan, 49512, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 17 (11-20)
- Annual Revenue
- $2.2M ($1M-$5M)
Wealthspan: frequently asked questions
What does Wealthspan do?
Wealthspan Investment Management offers personalized financial, income, and longevity planning services. As an independent financial firm, we work tirelessly to improve outcomes for our clients so they can pursue their dreams and experience the life moments they've always imagined.
Where is Wealthspan located?
Wealthspan is headquartered at 5030 Corporate Exchange Blvd SE, Grand Rapids, Michigan, 49512, United States.
How many employees does Wealthspan have?
Wealthspan has about 17 employees (the 11-20 range).
What is Wealthspan's annual revenue?
Wealthspan's annual revenue is estimated at $2.2M (the $1M-$5M range).
What industry is Wealthspan in?
Wealthspan is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Wealthspan?
Its website is wealthspanim.com.
What companies are similar to Wealthspan?
Other large financial companies in Michigan include Mahindra & Mahindra Ltd, DKSH Holding Ltd, Auto Owners Insurance and Vision Service Plan.
Largest financial companies in Michigan
Largest companies in Michigan
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Manufacturing sales in Michigan, 2026
In Michigan, Factur's 2026 study counted 81 manufacturing quotes worth $4.7M and 28 purchase orders over 12 months: 35% of quotes became orders, against 21% nationally. See the Michigan data.
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