CAPTRUST WEALTH ADVISORS

Legal name: WELL DONE, LLC

CRD 173736File 801-80687

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.00B

Top 25% of cohort (national)

Discretionary AUM

$1.99B

Non-discretionary $12.3M

Clients

926

2,988 accounts

Employees

Top 10% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 2, 2015
Principal office: 85 E 8TH STREET, SUITE 150, HOLLAND, MI, 49423
Phone: (616) 392-5332
Website: http://ctwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.00B
Discretionary AUM: $1.99B
Non-discretionary AUM: $12.3M
Discretionary accounts: 2,981
Non-discretionary accounts: 7
Total accounts: 2,988
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	25	$186.1M
Charitable organizations	29	$195.0M
High net worth individuals	366	$1.43B
Pension and profit sharing plans	9	$21.0M
Individuals (other than high net worth individuals)	497	$173.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.