Investment adviser · CRD 168831

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Investment adviser filing (IA)

LAFLEUR & GODFREY LLC

GRAND RAPIDS, MI, United States · Form ADV filed Jul 9, 2026

Regulatory AUM: $1.02B
Client accounts: 853
Employees: 7
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	319	$910,061,665	89.5%
Individuals	160	$52,730,062	5.2%
Charities	10	$31,662,967	3.1%
Retirement plans	8	$21,776,858	2.1%
Corporations & businesses	Fewer than 5	$206,301	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2118603 · Jul 9, 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 funds

The 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: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

625 KENMOOR AVE SE, SUITE 209
GRAND RAPIDS, MI, 49546, United States

CRD 168831

Filing source

Form ADV 2118603 · Jul 9, 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.