GRAND RAPIDS, MICRD 168831Latest ADV March 23, 2026
Lafleur & Godfrey Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 23, 2026, reports $1.0B in regulatory assets under management, 7 employees, 1 office, and 853 accounts.
Assets Under Management
$1.0B
Employees
7
Offices
1 office
Total Clients
498
Primary office
GRAND RAPIDS, MI
625 KENMOOR AVE SE, SUITE 209, GRAND RAPIDS, MI, United States
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
319
2
Individuals
32.1%
160
3
Charitable
2.0%
10
4
Pension Plans
1.6%
8
5
Corporations
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 23, 2026
Discretionary100.0%
$1.0B
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.
Total AUM$1.0B
Total Accounts853
10Y AUM Change+$598M (+143.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee71:1
10Y Employee Change+1 (+16.7%)
* 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.