Samuel Mason Westers

Employer firm

Abbit Management Corp CRD 110507

$252M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 09/2023
  Retirement Wealth Advisors, Llc
  Grand Rapids, MI
• 07/2020 → 09/2023
  Brookstone Capital Management
  Grand Rapids, MI
• 04/2020 → 07/2020
  Unemployed
  Grand Rapids, MI
• 06/2019 → 04/2020
  Black Barn Vineyard & Winery
  Rives Junction, MI
• 05/2019 → 03/2020
  Distribution International
  Houston, TX
• 10/2018 → 07/2019
  Family Capital Management
  Grand Rapids, MI
• 09/2016 → 01/2017
  Meijer
  Mason, MI
• 08/2015 → 05/2019
  Grand Valley State University
  Grand Rapids, MI
• 09/2023 → 10/2023
  Tapfin/Ey
  Grand Rapids, MI
• 11/2023 → Present
  Abbit Management Corp
  Grand Haven, MI

Previous Registrations

• 2023-09-13 → 2023-10-20
  Ernst & Young Investment Advisers Llp
  Grand Rapids, MI
  Grand Rapids, MI
• 2021-07-21 → 2023-08-25
  Brookstone Wealth Advisors, Llc
  Grand Rapids, MI
• 2021-07-21 → 2021-12-31
  Brookstone Asset Management, Llc
  Grand Rapids, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-30