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JVL WEALTH STRATEGIES

WYOMING, MI · CRD 124018 · IAPD ↗ · jvlwealth.com · 616-261-2800

$784.4MRegulatory AUM
7Advisory reps
8Employees
4Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — JVL WEALTH STRATEGIES grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — JVL WEALTH STRATEGIES crossed $500M in regulatory AUM ($431.7M -> $552.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.