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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2021
- Office Locations
- 1
Office Locations
About West Michigan Advisors
West Michigan Advisors is a Holland, MI-based RIA providing personalized financial planning for individuals and families, with a focus on retirement readiness, risk management, and generational wealth transfer. The team helps clients build and monitor investment portfolios as part of a clear, goals-based plan, and operates on major platforms including Schwab and Raymond James—useful for distribution alignment and implementation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
AARON MICHAEL CLARK
Chief Executive Officer, Managing Member, Managing Partner, Partner
- CRD
- #5346975
- Ownership
- 25% but less than 50%
THOMAS SCOTT BOSCH
PARTNER
- CRD
- #4801722
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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SHANE ALAN AILES
Advisor
- CRD
- #2455314
JACQUELINE ANNE ANTONE
Financial Advisor
- CRD
- #2314415
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,324,025 | $261,050 |
| Non-Discretionary | $0 | -- |
| Total | $781,324,025 | $261,050 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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