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JVL WEALTH STRATEGIES
JVL ASSOCIATES, LLC
CRD 124018 · SEC 801-61660
1657 GEZON PARKWAY SW SUITE C, WYOMING, MI, 49519, United States
Phone
616-261-2800
Fax
616-261-2866
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$784.4M
Discretionary AUM
$757.8M
Team
8 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $32.9M |
| High net worth individuals | 109 | $746.4M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD