JVL WEALTH STRATEGIES
JVL ASSOCIATES, LLC Legal Name
Adviser information for JVL WEALTH STRATEGIES last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 734 | $536.1M |
Non-Discretionary | 13 | $16.6M |
Total | 747 | $552.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 68 | $22.0M |
HNW Individuals | 83 | $530.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
1657 GEZON PARKWAY SW SUITE CWYOMING
MI
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 616-261-2800, Fax: 616-261-2866
Chief Compliance Officer
CHAD SOUKUP
PARTNER AND CHIEF COMPLIANCE OFFICER
1657 GEZON PARKWAY SUITE C
WYOMING
MI
United States
Tel:
616-261-2800
Fax:
616-261-2866
C***@************M
(Full email address available in API data)
Regulatory Contact
GERALD VANDERLUGT
PARTNER
1657 GEZON PARKWAY SUITE C
WYOMING
MI
United States
Tel:
616-261-2800
Fax:
616-261-2866
J**@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VANDERLUGT, GERALD, RAY | Individual | – | PARTNER | 10/2002 | > 75% |
KUNNEN, MATTHEW, JAY | Individual | – | PARTNER | 01/2021 | 5-10% |
SOUKUP, CHAD, NATHAN | Individual | – | PARTNER | 01/2021 | 5-10% |
SOUKUP, CHAD, NATHAN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 4K | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 892K | 12K | 0 |
ALPHABET INC | CAP STK CL C | 2M | 10K | 0 |
ALPHABET INC | CAP STK CL A | 3M | 16K | 0 |
AMAZON COM INC | COM | 1M | 5K | 0 |
APPLE INC | COM | 11M | 53K | 0 |
APPLIED MATLS INC | COM | 308K | 1K | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 212K | 890 | 0 |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 288K | 709 | 0 |
BROADCOM INC | COM | 252K | 157 | 0 |
CINTAS CORP | COM | 708K | 1K | 0 |
COSTCO WHSL CORP NEW | COM | 280K | 330 | 0 |
DYNAVAX TECHNOLOGIES CORP | COM NEW | 327K | 29K | 0 |
ELI LILLY & CO | COM | 529K | 584 | 0 |
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 8M | 118K | 0 |
GENTEX CORP | COM | 717K | 21K | 0 |
HOME DEPOT INC | COM | 485K | 1K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 20M | 41K | 0 |
ISHARES TR | RUS 2000 GRW ETF | 2M | 7K | 0 |
ISHARES TR | RUS MID CAP ETF | 217K | 3K | 0 |
ISHARES TR | COHEN STEER REIT | 1M | 22K | 0 |
ISHARES TR | CORE S&P MCP ETF | 22M | 371K | 0 |
ISHARES TR | CORE S&P SCP ETF | 18M | 170K | 0 |
ISHARES TR | CORE S&P500 ETF | 9M | 16K | 0 |
ISHARES TR | RUS 1000 VAL ETF | 2M | 10K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 3M | 9K | 0 |
ISHARES TR | RUSSELL 2000 ETF | 2M | 9K | 0 |
ISHARES TR | RUSSELL 3000 ETF | 9M | 29K | 0 |
ISHARES TR | CORE S&P TTL STK | 54M | 457K | 0 |
JPMORGAN CHASE & CO. | COM | 385K | 2K | 0 |
MASTERCARD INCORPORATED | CL A | 635K | 1K | 0 |
MEDTRONIC PLC | SHS | 278K | 4K | 0 |
MERCANTILE BK CORP | COM | 3M | 62K | 0 |
META PLATFORMS INC | CL A | 394K | 782 | 0 |
MICROSOFT CORP | COM | 2M | 4K | 0 |
NVIDIA CORPORATION | COM | 1M | 9K | 0 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 9K | 0 |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 3M | 15K | 0 |
SELECT SECTOR SPDR TR | COMMUNICATION | 632K | 7K | 0 |
SPDR GOLD TR | GOLD SHS | 477K | 2K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 675K | 1K | 0 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 11M | 20K | 0 |
STARBUCKS CORP | COM | 219K | 3K | 0 |
UBER TECHNOLOGIES INC | COM | 263K | 4K | 0 |
UNITEDHEALTH GROUP INC | COM | 238K | 468 | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 36M | 136K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 206K | 1K | 0 |
VANGUARD INDEX FDS | MID CAP ETF | 12M | 48K | 0 |
VANGUARD INDEX FDS | SMALL CP ETF | 2M | 9K | 0 |
VANGUARD INDEX FDS | GROWTH ETF | 407K | 1K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 261K | 5K | 0 |