Well Done, LLC

EST. AUM
$2,002,870,528

CONTACTS
13

CLIENT ACCOUNTS
2,988

Firm Details

Metro area Grand Rapids
CRD Number 173736
Website ctwealth.com
Client types

Overview

Well Done, LLC dba CapTrust Wealth Advisors is a privately held Registered Investment Advisory firm located in Holland, Michigan, serving clients throughout West Michigan and across the country. Founded in 1997, the company provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Well Done, LLC

Platform Details

Investment Preferences

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Address

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