ACRISURE ASSET & WEALTH MANAGEMENT, LLC
Adviser information for ACRISURE ASSET & WEALTH MANAGEMENT, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Selection of other advisers (including private fund managers) |
|---|---|
| Compensation | REFERRAL FEES FOR SOLICITATION SERVICES ONLY |
Identifiers
| SEC RIA File Number | 801-126928 |
|---|---|
| SEC ERA File Number | 801-126928 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323207 |
| Legal Entity Identifier | None |
Principal Office
100 OTTAWA AVE SWGRAND RAPIDS
MI
United States
Monday - Friday, 8:00-5:00 ET
Tel: 616-541-6752, Fax: None
Chief Compliance Officer
JOEL T. BRUSK
ASSOCIATE GENERAL COUNSEL
100 OTTAWA AVE. SW
GRAND RAPIDS
MI
United States
Tel:
6165416752
J*****@***********M
(Full email address available in API data)
Regulatory Contact
RYAN FOLEY
EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER
100 OTTAWA AVE. SW
GRAND RAPIDS
MI
United States
Tel:
(616)541-6589
R*****@***********M
(Full email address available in API data)
Industry Affiliates
| ACRISURE, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRUSK, JOEL, THOMAS | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |
| FOLEY, RYAN, GERARD | Individual | – | EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, & SECRETARY | 07/2022 | < 5% |
| ACRISURE, LLC | Domestic Entity | – | MEMBER | 07/2022 | > 75% |
| ACRISURE INTERMEDIATE, INC. | Domestic Entity | ACRISURE, LLC | 100% OWNER OF SINGLE CLASS OF MEMBERSHIP INTEREST | 02/2013 | > 75% |
| ACRISURE HOLDINGS, INC. | Domestic Entity | ACRISURE INTERMEDIATE, INC. | 100% OWNER OF SINGLE CLASS OF COMMON STOCK | 02/2013 | > 75% |
| KOLENDA, COURTNEY, LYNNE | Individual | – | VICE PRESIDENT OF LICENSING | 07/2022 | < 5% |