SourcingSourcing

TAMARISK FINANCIAL, LLC

C13
CRD 312073·SEC 801-120208·HOLLAND, MI
AUM
$781.3M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAMARISK FINANCIAL, LLC
CRD
312073
SEC file #
801-120208
EIN
—
DBA names
West Michigan Advisors

Economics

AUM
$781.3M
AUM band
$500M-$1B
AUM trajectory
'22'26
$252.9M → $781.3M▲ +209%
Client mix
Individuals Other1,218
Individuals High Net Worth160

Operations

Employees (total)
23
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'21'26
4 advisors → 16 advisors▲ +300%
Primary office
HOLLAND MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
facebook.com/westmichiganadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK, AARON, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
CLARK, AARON, MICHAEL
SYMPHONY GROVE LLC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:tamarisk.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Custodian Candidates
Full
Charles Schwab6
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5346975
Trust Company Affiliate
No

People (18)

18
CLARK, AARON, MICHAEL
IAR · Direct Owner · 37.5%
5346975
BOSCH, THOMAS, SCOTT
IAR · Direct Owner · 17.5%
4801722
CLARK, KEVIN, HOWARD
IAR · Direct Owner · 7.5%
1070464
GORMAN, RYAN, MICHAEL
IAR · Executive Officer · 2.5%
6093708
SMITH, STEPHANIE, LYNN
IAR · Executive Officer · 2.5%
5843814
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038
CALEB JAY SCHOON
IAR
7352483
SHANE ALAN AILES
IAR
2455314
HEATHER LYNNELLE MOSHER
IAR
5124024
Samuel William Sikkel
IAR
7748975
BRENT HAROLD RHOADS
IAR
2947147
JEFFREY DAVID PERKINS
IAR
6369152
Kyle Joshua Bross
IAR
7115447
Matthew Alexander Hogg
IAR
7086113
Kurt Thomas Jolly
IAR
7356004
KENNETH ALAN BAUMAN
IAR
2514380
JACQUELINE ANNE ANTONE
IAR
2314415
KIRSEN LYNN DOOLITTLE
IAR
2772942