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WELL DONE, LLC

UUIDaea2d31c-8c0d-5d20-9a0f-3fa630358bef
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 173736 173736 1.0
cik 0001667132 1667132
sec_file_number 801-80687 801-80687

Profile

WebsiteHTTP://WWW.CTFA.COM
HQ CityHOLLAND
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • CAPTRUST WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)1,889,548,733.0
  • RAUM (discretionary)1,877,913,898.0
  • Actionable assets1,704,229,226.0
  • Accounts2,912.0

Institutional Clients

  • Government AUM
  • Pension AUM18,676,861.0
  • Charitable AUM168,878,269.0
  • HNW AUM1,239,485,121.0

As of 2025-02-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.