Investment adviser · CRD 124228
LVZ, INC.
Investment adviser filing (IA)
HOLLAND, MI, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $1.13B Form ADV · Item 5.F
- Client accounts
- 5,879 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 18 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 |
|---|---|---|---|
| Individuals | 2,312 | $828,905,608 | 73.7% |
| High-net-worth individuals | 126 | $257,309,917 | 22.9% |
| Retirement plans | 14 | $21,258,027 | 1.9% |
| Corporations & businesses | 12 | $15,036,312 | 1.3% |
| Charities | 9 | $2,721,136 | 0.2% |
Filing source
Form ADV 2132996 · Sep 16, 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: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
240 SOUTH RIVER AVENUEHOLLAND, MI, 49423, United States
CRD 124228
Filing source
Form ADV 2132996 · Sep 16, 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.