Well Done, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 173736
· SEC file 801-80687
· Holland, MI
· ctwealth.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 926
- Avg AUM / client
- $2.2M
- Accounts
- 2,988
- Employees
- 26
AUM over time
$0
$2.0B
Nov 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 197 positions, $680,777,910)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL A | $80,431,680 | 112 | 11.8% | 4.02% |
| 2 | Ishares Tr | CORE S&P500 ETF | $79,934,688 | 122,372 | 11.7% | 3.99% |
| 3 | American Centy Etf Tr | AVANTIS US LARG | $26,322,487 | 339,426 | 3.87% | 1.31% |
| 4 | Berkshire Hathaway Inc Del | CL B NEW | $24,292,565 | 50,694 | 3.57% | 1.21% |
| 5 | Ishares Tr | CORE S&P MCP ETF | $24,279,651 | 359,539 | 3.57% | 1.21% |
| 6 | Ishares Tr | MSCI USA MIN VOL | $21,160,351 | 228,169 | 3.11% | 1.06% |
| 7 | Vanguard Index Fds | VALUE ETF | $17,908,940 | 91,279 | 2.63% | 0.89% |
| 8 | Dimensional Etf Trust | US SMALL CAP VAL | $16,408,181 | 468,270 | 2.41% | 0.82% |
| 9 | Ishares Tr | MSCI USA QLT FCT | $15,824,796 | 82,502 | 2.32% | 0.79% |
| 10 | Ishares Tr | CORE DIV GRWTH | $15,452,495 | 220,184 | 2.27% | 0.77% |
| 11 | Dimensional Etf Trust | INTL CORE EQT MK | $14,820,560 | 380,405 | 2.18% | 0.74% |
| 12 | Ishares Gold Tr | ISHARES NEW | $14,792,367 | 167,790 | 2.17% | 0.74% |
| 13 | Ea Series Trust | ALPHA ARCH 1-3 | $14,131,561 | 121,520 | 2.08% | 0.71% |
| 14 | Ishares Tr | MSCI USA MMENTM | $12,252,918 | 51,056 | 1.8% | 0.61% |
| 15 | Abbvie Inc | COM | $10,493,531 | 48,248 | 1.54% | 0.52% |
| 16 | Ishares Tr | US AER DEF ETF | $8,852,375 | 40,468 | 1.3% | 0.44% |
| 17 | Ishares Tr | CORE S&P TTL STK | $8,830,406 | 61,998 | 1.3% | 0.44% |
| 18 | Ishares Tr | US BR DEL SE ETF | $8,164,672 | 49,730 | 1.2% | 0.41% |
| 19 | Ea Series Trust | US QUAN VALUE | $7,953,163 | 152,531 | 1.17% | 0.4% |
| 20 | Ea Series Trust | TOWLE VALUE ETF | $7,901,719 | 284,915 | 1.16% | 0.39% |
| 21 | Ishares Tr | US OIL EQ&SV ETF | $7,867,018 | 271,745 | 1.16% | 0.39% |
| 22 | Gentex Corp | COM | $7,815,718 | 357,699 | 1.15% | 0.39% |
| 23 | Ishares Tr | US INDUSTRIALS | $7,773,883 | 52,690 | 1.14% | 0.39% |
| 24 | Invesco Exch Traded Fd Tr Ii | S&P INTL QULTY | $7,584,390 | 214,430 | 1.11% | 0.38% |
| 25 | Ishares Tr | 1 3 YR TREAS BD | $7,281,106 | 88,181 | 1.07% | 0.36% |
Top 25 of 197 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 497 | $173M | 8.66% |
| High net worth individuals | 366 | $1.4B | 71.3% |
| Pension and profit sharing plans | 9 | $21.0M | 1.05% |
| Charitable organizations | 29 | $195M | 9.73% |
| Corporations and other businesses | 25 | $186M | 9.29% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Amikids, Inc. Money Purchase Pension Plan Amikids, Inc. | 2024 | |
| Sharp Electronics Corporation Pension Plan Sharp Electronics Corporation | 2024 | |
| Crestline Pension Plan Superior Fabrication Company Llc | 2024 | |
| Retirement Plan For Employees Of S.C. Johnson & So S.C. Johnson & Son, Inc. | 2024 | |
| Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc. Chicago Mercantile Exchange, Inc. | 2024 | |
| Boilermakers Lodge 154 Retirement Plan Boilermakers Lodge 154 Retirement Plan | 2024 | |
| Retirement Plan For Salaried Employees Of Cotter Corporation Cotter Corporation | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendon Bruce Johnson | Managing Member | May 2015 (11y) | 10% – 25% | |
| Brian Lee Vandenbrink | Managing Member / Chief Executive Officer | May 2015 (11y) | 25% – 50% | |
| Bryan Paul Linn | Managing Member / Chief Operations Officer / Chief Financial Officer | May 2015 (11y) | 10% – 25% | |
| Rhonda Grace Carter | Managing Member / Chief Compliance Officer | May 2015 (11y) | 5% – 10% | |
| Shawn Dennis Pacanowski | Managing Member / Director Of Advisory Services | May 2015 (11y) | 10% – 25% | |
| Scott Jonathan Demaagd | Chief Investment Officer | CFP | Sep 2015 (11y) | Less than 5% |
| Kristine Lee Pattison | Registered representative | May 2015 (11y) | ||
| Calvin Christopher Chanski | Registered representative | CFP | May 2015 (11y) | |
| Jason Lee Kooyer | Registered representative | May 2015 (11y) | ||
| Shanon Jean Tate | Registered representative | May 2015 (11y) | ||
| Jason Ray Bruxvoort | Registered representative | Jul 2016 (10y) | ||
| Ronald Joshua Price | Registered representative | CFP | Feb 2018 (8y) | |
| Lauren Elizabeth Truer | Registered representative | Nov 2019 (7y) | ||
| Benjamin Craig Anderson | Registered representative | CFP | Oct 2020 (6y) | |
| Jonathan F Klett | Registered representative | CFP | Apr 2021 (5y) | |
| Samuel Straton Starks | Registered representative | Apr 2022 (4y) | ||
| Jonas Benjamin Rees | Registered representative | Oct 2022 (4y) | ||
| Ashley Lauren Ketchum | Registered representative | Aug 2023 (3y) | ||
| Ryan Wesley Tyler | Registered representative | Jan 2025 (2y) |
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.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Amikids, Inc. Money Purchase Pension Plan | Amikids, Inc. | 316 | $26.8M | 07/01/2024 |
| Sharp Electronics Corporation Pension Plan | Sharp Electronics Corporation | 110 | $49.8M | 04/01/2024 |
| Crestline Pension Plan | Superior Fabrication Company Llc | 0 | $0 | 01/01/2024 |
| Retirement Plan For Employees Of S.C. Johnson & So | S.C. Johnson & Son, Inc. | 484 | $407M | 01/01/2024 |
| Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc. | Chicago Mercantile Exchange, Inc. | 2,124 | $369M | 01/01/2024 |
| Boilermakers Lodge 154 Retirement Plan | Boilermakers Lodge 154 Retirement Plan | 6,766 | $157M | 01/01/2024 |
| Retirement Plan For Salaried Employees Of Cotter Corporation | Cotter Corporation | 0 | $14.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 951 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $2.0B (99% of AUM) Mar 2026
- Wells Fargo $392M (21% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗