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Rinvelt & David, LLC

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Grand Rapids
CRD Number
Website rinveltdavid.com
Client types

Overview

Rinvelt & David LLC is a boutique wealth management office based in Grand Rapids, Michigan, serving West Michigan clients. The firm works with executives and professionals, high-net-worth individuals, multigenerational families, and business owners whose finances involve meaningful complexity, positioning itself as a financial advocate through major life changes. Securities are offered through Kestra Investment Services, LLC, and advisory services through Kestra Advisory Services, LLC, with the firm affiliated with Bluespring Wealth Partners, LLC through common ownership by Kestra Holdings.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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