JVL Wealth Strategies
Firm details
- Headquarters
- Wyoming, Michigan
- CRD number
- 124018
- Registered since
- December 10, 2002
- Website
- jvlwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.15%
- Individuals4.2%
- Charitable Organizations0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JVL Wealth Strategies is an independent registered investment adviser formed as an LLC and operating since 2002. The firm serves individual and family clients and describes itself as a capital allocator, providing financial planning, direct portfolio management for individuals and small businesses, and the selection of external managers. Compensation is a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements. JVL is not an active ESG investor and does not identify as a multi-state or newly formed adviser. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Private Funds15%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Contacts
3 of 8
Gabriel Newhof
AnalystCRD 8290963
Haley DeHaan
AnalystCRD 7406485
Matthew Kunnen
PartnerCRD 5680816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$318M in ETFs
100%
$318M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $57.7M | 351,336 | 18.17% |
Location
Wyoming, MI
Kent
Location
Wyoming, MI
Headquartered in Wyoming, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 1657 Gezon Pkwy Sw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
True Wealth Retirement Partners, LLC
RIAWyoming, MI
Dahring | Cusmano And Associates
RIANovi, MI
West Michigan Advisors
RIAHolland, MI
Q3 Asset Management Corporation
RIABirmingham, MI
Henrickson Nauta Wealth Advisors, Inc.
RIABelmont, MI
Speyside Equity Advisers LLC
RIAAnn Arbor, MI