Lvz, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Holland, MI. Its latest Form ADV filing, dated March 25, 2026, reports $1.1B in regulatory assets under management, 24 employees, 14 offices, and 5,879 accounts.
Assets Under Management
$1.1B
Employees
24
Offices
14 offices
Total Clients
2,473
Primary office
HOLLAND, MI
240 SOUTH RIVER AVENUE, HOLLAND, 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 segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
2,312
2
HNWI
5.1%
126
3
Pension Plans
0.6%
14
4
Corporations
0.5%
12
5
Charitable
0.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 25, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts5,879
10Y AUM Change+$708M (+169.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee103:1
10Y Employee Change+13 (+118.2%)
* 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.