Investment adviser · CRD 124018
JVL WEALTH STRATEGIES
Investment adviser filing (IA)
JVL ASSOCIATES, LLC
WYOMING, MI, United States · Form ADV filed Apr 28, 2026
- Regulatory AUM
- $784M Form ADV · Item 5.F
- Client accounts
- 974 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 109 | $746,355,222 | 95.1% |
| Individuals | 77 | $32,940,177 | 4.2% |
| Charities | Fewer than 5 | $5,113,124 | 0.7% |
Filing source
Form ADV 2100231 · Apr 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1657 GEZON PARKWAY SW SUITE CWYOMING, MI, 49519, United States
CRD 124018
Filing source
Form ADV 2100231 · Apr 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.