GRAND RAPIDS, MICRD 140099Latest ADV March 31, 2026
Bemanaged is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 31, 2026, reports $410M in regulatory assets under management, 6 employees, and 1,072 accounts.
Assets Under Management
$410M
Employees
6
Offices
--
Total Clients
1,072
Primary office
GRAND RAPIDS, MI
4280 CASCADE ROAD SE, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
989
2
HNWI
7.7%
83
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of March 31, 2026
Discretionary100.0%
$410M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$410M
Total Accounts1,072
10Y AUM Change+$4M (+0.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee179:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.