Pps & V Asset Management Consultants Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Portage, MI. Its latest Form ADV filing, dated December 15, 2025, reports $254M in regulatory assets under management, 4 employees, and 584 accounts.
Assets Under Management
$254M
Employees
4
Offices
--
Total Clients
247
Primary office
PORTAGE, MI
2750 OLD CENTRE AVE, SUITE 100, PORTAGE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
189
2
HNWI
23.5%
58
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of December 15, 2025
Discretionary97.0%
$246M
97% of total RAUM97.0%
Non-discretionary3.0%
$8M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$254M
Total Accounts584
10Y AUM Change+$130M (+104.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee62:1
10Y Employee Change-3 (-42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.