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LVZ, INC.

HOLLAND, MI · CRD 124228 · IAPD ↗ · 616-394-4994

$1.13BRegulatory AUM
18Advisory reps
24Employees
2Clients
1-10Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — LVZ, INC. crossed $1B in regulatory AUM ($969.2M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
December 2024 — LVZ, INC. changed its website from tlpfg.com to lvzinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
March 2024 — LVZ, INC. added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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