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LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

GRAND RAPIDS, MI · CRD 168831 · IAPD ↗ · lafleurgodfrey.com · 616-942-1580

$1.02BRegulatory AUM
6Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($927.4M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2025 — LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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