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, individual-owned registered investment adviser that has been SEC-registered since 2002. The firm serves primarily individuals and families and positions itself as a capital allocator that selects outside managers on behalf of clients. Its fee arrangements include percentage-of-assets under management, hourly billing, and fixed-fee engagements. Core advisory services listed by the firm are comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection. The firm does not identify as an ESG investor. JVL Wealth Strategies received a Top RIA Firms recognition from FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Matthew Kunnen
PartnerCRD 5680816
Chad Soukup
PartnerCRD 5805699
Nathan Lowe
PartnerCRD 6425537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$309M in ETFs
100%
$309M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $56.3M | 338,675 | 18.22% |
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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