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WEST MICHIGAN ADVISORS
Legal name: TAMARISK FINANCIAL, LLC
CRD 312073File 801-120208
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$781.3M
Above cohort median (national)
Discretionary AUM
$781.3M
Clients
1,378
2,993 accounts
Employees
23
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 21, 2021
- Principal office
- 301 HOOVER BLVD., SUITE 300, HOLLAND, MI, 49423
- Phone
- (616) 820-1040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $781.3M
- Discretionary AUM
- $781.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,993
- Non-discretionary accounts
- 0
- Total accounts
- 2,993
- AUM per client
- $567K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 160 | $499.5M |
| Individuals (other than high net worth individuals) | 1,218 | $278.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 23 | increased by8 |
| Mar 1, 2026 | Clients | 1,187 | 1,378 | increased by191 |
| Mar 1, 2026 | AUM | $614,378,710 | $781,324,025 | increased by$166,945,315 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 632 | 1,187 | increased by555 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $285,761,141 | $614,378,710 | increased by$328,617,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,653 | 2,993 | increased by1,340 |
| Jul 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Employees | 5 | 11 | increased by6 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 588 | 632 | increased by44 |
| Apr 1, 2022 | AUM | $252,924,877 | $285,761,141 | increased by$32,836,264 |
| Apr 1, 2022 | Accounts | 1,173 | 1,653 | increased by480 |
| Jun 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2021 | AUM | $0 | $252,924,877 | increased by$252,924,877 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEST MICHIGAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEST MICHIGAN” may also match similarly-named firms). Confirm identity against each filing.
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.