WEST MICHIGAN ADVISORS

Legal name: TAMARISK FINANCIAL, LLC

CRD 312073File 801-120208

APPROVED

Retail clients

Custody

Filing as of Jul 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$781.3M

Above cohort median (national)

Discretionary AUM

$781.3M

Clients

1,378

2,993 accounts

Employees

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
Website: https://www.tamariskresearch.com

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, 5G

Compensation

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 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.