Jvl Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wyoming, MI. Its latest Form ADV filing, dated April 28, 2026, reports $784M in regulatory assets under management, 8 employees, and 974 accounts.
Assets Under Management
$784M
Employees
8
Offices
--
Total Clients
186
Primary office
WYOMING, MI
1657 GEZON PARKWAY SW SUITE C, WYOMING, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
109
2
Individuals
41.4%
77
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$784Mas of April 28, 2026
Discretionary96.6%
$758M
97% of total RAUM96.6%
Non-discretionary3.4%
$27M
3% of total RAUM3.4%
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$784M
Total Accounts974
10Y AUM Change+$631M (+411.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee23:1
10Y Employee Change+6 (+300.0%)
* 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.