BEMANAGED
  • BEMANAGED
  • ACTIUM LLC
  • BEMANAGED FINANCIAL SERVICES, INC.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/08/2009
ADV Location GRAND RAPIDS, MI, United States
Contact Info 616 xxxxxxx
Websites
AUM* 410,017,722 4%
of that, discretionary 410,017,722 4%
Number of Employees 6 -14%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 382,479 23%
% High Net Worth 7.74% -22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

493M 423M 352M 282M 211M 141M 70M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PLANTE MORAN Filing Date07/18/2025 Form ADV-E View Report
Accounting Firm Name PLANTE MORAN Filing Date07/10/2024 Form ADV-E View Report
Accounting Firm Name PLANTE MORAN Filing Date12/11/2023 Form ADV-E View Report

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