MR
Mark A. Rougas
GRAND WEALTH MANAGEMENT
Grand Rapids, MI 49504
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CRD#: 7635533
MR
Professional summary
Mark Andrew Rougas, CFP® is a registered financial advisor currently at GRAND WEALTH MANAGEMENT, LLC located in Grand Rapids, Michigan.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mark has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I operate as a sole proprietor for a non-investment-related business called Planscape LLC, with its business address at 1228 Penn Ave NE, Grand Rapids, MI 49505. The nature of this business revolves around financial planning, and its operations started on 7-13-23. On average, I dedicate approximately 4 hours per month to this venture, with none of those hours falling within securities trading hours. My primary role involves working as a consultant for Campbell Wealth Advisors LLC, where I specialize in entering financial data into reports for their prospective clients. It's important to note that I do not engage directly with clients or offer any investment-related advice. Instead, my primary responsibilities revolve around data management and report preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Andrew Rougas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
September 21, 2022 - Present
GRAND WEALTH MANAGEMENT, LLC
Office #1: 333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504RIA
CRD#: 132137
Grand Rapids, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GRAND WEALTH MANAGEMENT, LLC
GRAND ASSET MANAGEMENT | GRAND WEALTH MANAGEMENT, LLC
CRD#: 132137 / SEC#: 801-63306
RIA
Registered Investment Advisory firm - (7/15/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(9/21/2022)
Exams
Current Firm
GW
GRAND WEALTH MANAGEMENT, LLC
GRAND ASSET MANAGEMENT | GRAND WEALTH MANAGEMENT, LLC
CRD#: 132137 / SEC#: 801-63306
RIA
Registered Investment Advisory firm - (7/15/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504
Mailing Address
Phone number
(616) 451-4228
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 530,300,621 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 | ||
| 07/30/2024 | ||
| 01/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRAND WEALTH MANAGEMENT, LLC
CRD#: 132137Grand Rapids, MI 49504TRUST BUT VERIFY
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