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, owner-operated RIA formed in 2002 and organized as an LLC. The firm focuses on individual and family clients and operates as a capital allocator, combining discretionary portfolio management with financial planning and selection of third‑party advisers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. JVL is not registered as a multi-state or pension consultant adviser and does not identify as an active ESG investor. The firm’s advisory services emphasize planning and portfolio management for individuals and small businesses, alongside arranging access to outside managers where additional expertise is needed. JVL was included in FA Magazine’s Top RIA Firms list 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 7Haley DeHaan
AnalystCRD 7406485
MATTHEW KUNNEN
PartnerCRD 5680816
Shane Holcomb
AnalystCRD 7990373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$272M in ETFs
100%
$272M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $50.9M | 357,629 | 18.69% |
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
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