Strategies Wealth Advisors, Llc
- Regulatory AUM
- $3.3B
- Discretionary
- $3.1B
- Clients
- 804
- Avg AUM / client
- $4.1M
- Accounts
- 3,978
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 368 | $304M | 9.24% |
| High net worth individuals | 359 | $2.5B | 76.2% |
| Pension and profit sharing plans | 64 | $454M | 13.8% |
| Charitable organizations | 1 | $857K | 0.03% |
| Corporations and other businesses | 12 | $23.5M | 0.72% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $3.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Strategies+ Trm Equity Fund Ii Access Fund Llc feeder | Private Equity Fund | Delaware | $3.2M | 37 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Thomas Berkemeier | Managing Member | Oct 2017 (9y) | 25% – 50% | |
| John Edward Vande Guchte | Member | Jan 2018 (9y) | 5% – 10% | |
| Aaron J Veldheer | Managing Member | Jan 2020 (7y) | 25% – 50% | |
| Mark Georges Ghafari | Member | Jan 2020 (7y) | 5% – 10% | |
| Blanton, Bobbi Jo, Marie | Cco And Coo | Feb 2023 (4y) | Less than 5% | |
| Alex Douglas Timmer | Registered representative | Sep 2018 (8y) | ||
| Andrew Jensen Boatright | Registered representative | CFP | Jan 2020 (7y) | |
| Douglas Joseph Kadison | Registered representative | CFP | Jan 2020 (7y) | |
| Peter Edward Ross | Registered representative | CFP | Apr 2021 (5y) | |
| Jacob Roderick Watson | Registered representative | CFP | Apr 2022 (4y) | |
| Isaiah Steven Bleiler | Registered representative | CFP | Oct 2022 (4y) | |
| George Pantlind | Registered representative | CFP | Oct 2023 (3y) | |
| Andrea Siegel Command | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Gregory A Bosch | Registered representative | CFA | Sep 2024 (2y) | |
| Micah Kinde | Registered representative | CFP | Jan 2025 (2y) | |
| Jacob Nicholas Petrick | Registered representative | CFP | Sep 2025 (1y) | |
| Samantha Doletzky | Registered representative | Mar 2026 (0y) | ||
| Tyler J De Moss | Registered representative | Apr 2026 (0y) | ||
| Reese Anthony Pustover | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Strategies+ Trm Equity Fund Ii Access Fund Llc | Private Equity Fund | $3.2M | $100K | 37 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (14)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| E.T. Mackenzie Company Employee Profit Sharing 401(k) Plan | E.T. Mackenzie Company | 336 | $20.8M | 01/01/2024 |
| Auxo Investment Partners, Llc 401(k) Retirement Plan | Auxo Investment Partners, Llc | 280 | $21.6M | 01/01/2024 |
| Trm Innovative Hearth Products 401(k) Plan | Trm Innovative Hearth Products | 220 | $11.1M | 01/01/2024 |
| American Ad Bag Profit Sharing 401(k) Plan And Trust | American Ad Bag | 86 | $13.7M | 01/01/2024 |
| Trm Nre Acquisition Llc 401(k) Plan | Trm Nre Acquisition Llc | 201 | $6.4M | 01/01/2024 |
| Wdc 401(k) And Profit Sharing Plan | Wdc Acquisition Llc | 290 | $8.5M | 01/01/2024 |
| Atlas Die, Llc 401(k) Retirement Savings Plan | Atlas Die, Llc | 48 | $10.7M | 01/01/2024 |
| Middleville Engineered Solutions, Llc | Middleville Engineered Solutions, Llc | 121 | $6.4M | 01/01/2024 |
| Precision Products Group, Inc. Retirement Plan | Precision Products Group, Inc. | 160 | $6.5M | 01/01/2024 |
| Burnips Equipment Company 401(k) Plan | Burnips Equipment Company | 157 | $7.3M | 01/01/2024 |
| Belmont Engineered Plastics, Llc 401(k) Plan | Belmont Engineered Plastics, Llc | 155 | $4.3M | 01/01/2024 |
| Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan | Miller, Johnson, Snell & Cummiskey, P.L.C. | 192 | $95.6M | 01/01/2024 |
| Ashland Foundry And Machine Works, Llc Union Retirement Plan | Ashland Foundry And Machine Works, Llc | 139 | $6.4M | 01/01/2024 |
| Elyria/Hodge Foundry Company 401(k) Savings & Investment Plan | Elyria Foundry Company, Llc | 200 | $12.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.33 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 04/02/2026 | 1.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $2.2B (67% of AUM) Jul 2026
- Charles Schwab & Co. $794M (24% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗