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LVZ, INC.
CRD 124228 · SEC 801-66772
240 SOUTH RIVER AVENUE, HOLLAND, MI, 49423, United States
Phone
616-394-4994
Fax
616-394-5986
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$1.13B
Team
24 total employees; 18 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2312 | $828.9M |
| High net worth individuals | 126 | $257.3M |
| Pension/profit sharing plans | 14 | $21.3M |
| Charitable organizations | 9 | $2.7M |
| Corporations/business entities | 12 | $15.0M |
States served
AL, AZ, CA, CO, GA, IL, IN, KS, LA, MA, MI, NY, NC, OH, PA, RI, SC, TN, VA, WI, MO, TX, CT, FL
All web addresses on file
- https://www.instagram.com/planwithlvz/
- https://www.linkedin.com/company/lvzfinancialplanning
- https://vimeo.com/lvz
- https://www.youtube.com/@lvzinc
- https://www.lvzadvisors.com/
- https://www.lvzfinancialplanning.com/
- https://www.facebook.com/LVZFinancialPlanning
- https://open.spotify.com/show/2O8qTB0AxvsFHw5tDzvgCl?si=hzSwlh8oR5-z04MVbfyvQQ&nd=1&dlsi=995121f8f9d7446c
- https://www.linkedin.com/company/lvzinvestmentmanagement
- https://www.planwithlvz.com/
- https://www.investwithlvz.com/
- https://www.lvzinc.com/
Official SEC filing: View on IAPD