Hedge Fund Database

LVZ, INC.

Adviser information for LVZ, INC. last updated from Form ADV on February 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 Corporation
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 23
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 10
No. of Firms/People that Solicit Clients 23

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,834 $853.4M
Non-Discretionary 241 $21.2M
Total 5,075 $874.6M

Clients

Type Number RAUM
Individuals 2,277 $667.8M
HNW Individuals 121 $184.7M
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 <5 $452,000
Charitable organizations 7 $1.9M
State or municipal gov entities <5 $12.3M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 10 $7.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-66772
SEC ERA File Number 801-66772
SEC CIK Numbers 1574408
SEC CRD Numbers 124228
Legal Entity Identifier None

Principal Office

240 SOUTH RIVER AVENUE
HOLLAND
MI
United States
Monday - Friday, 8AM - 5PM
Tel: 616-394-4994, Fax: 616-394-5986

Websites

www.tlpfg.com/ www.stewartfinancialgroup.net/ www.lvzinc.com/ www.instagram.com/planwithlvz/ www.linkedin.com/company/lvzfinancialplanning vimeo.com/lvz www.youtube.com/channel/ucgzlujj9ahotsbcmwtwivzq www.lvzadvisors.com/ www.lvzfinancialplanning.com/ www.facebook.com/lvzfinancialplanning www.linkedin.com/company/lvzinvestmentmanagement www.planwithlvz.com/ www.investwithlvz.com/

Chief Compliance Officer

RYAN J. VANDER ZWART
CHIEF COMPLIANCE OFFICER
240 SOUTH RIVER AVE
HOLLAND
MI
United States
Tel: 616-394-4994
Fax: 616-394-5986
(Full email address available in API data)

Industry Affiliates

LVZ CONSULTING Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VANDERZWART, RYAN, J Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER 01/2000 50-75%
BAUMANN, NATHAN, LOUIS Individual – VICE PRESIDENT 01/2011 25-50%

No. Employees, Historic

30150201920202021202220232024202512 on 8/20/201912 on 1/17/202012 on 3/27/202012 on 5/19/202012 on 5/19/202012 on 6/26/202015 on 3/31/202115 on 5/10/202117 on 7/19/202116 on 12/22/202117 on 3/31/202218 on 10/3/202218 on 10/3/202218 on 11/3/202218 on 11/29/202221 on 3/31/202321 on 5/15/202321 on 6/2/202320 on 8/14/202322 on 9/11/202325 on 11/10/202323 on 2/29/2024

RAUM, Historic

1B500M02019202020212022202320242025509852000 on 8/20/2019509852000 on 1/17/2020662214000 on 3/27/2020662214000 on 5/19/2020662214000 on 5/19/2020662214000 on 6/26/2020775294000 on 3/31/2021775294000 on 5/10/2021775294000 on 7/19/2021775294000 on 12/22/2021917501000 on 3/31/2022917501000 on 10/3/2022917501000 on 10/3/2022917501000 on 11/3/2022917501000 on 11/29/2022808429000 on 3/31/2023808429000 on 5/15/2023808429000 on 6/2/2023808429000 on 8/14/2023808429000 on 9/11/2023808429000 on 11/10/2023874644000 on 2/29/2024

No. Clients, Historic

3,0001,500020192020202120222023202420251950 on 8/20/20191950 on 1/17/20202166 on 3/27/20202166 on 5/19/20202166 on 5/19/20202166 on 6/26/20202274 on 3/31/20212274 on 5/10/20212274 on 7/19/20212274 on 12/22/20212463 on 3/31/20222463 on 10/3/20222463 on 10/3/20222463 on 11/3/20222463 on 11/29/20222522 on 3/31/20232522 on 5/15/20232522 on 6/2/20232522 on 8/14/20232522 on 9/11/20232522 on 11/10/20232415 on 2/29/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 440K 2K –
ALPHABET INC CAP STK CL C 263K 1K –
AMAZON COM INC COM 3M 13K –
ANNALY CAPITAL MANAGEMENT IN COM NEW 424K 22K –
APPFOLIO INC COM CL A 441K 2K –
APPLE INC COM 5M 24K –
APPLIED MATLS INC COM 880K 4K –
ARISTA NETWORKS INC COM 557K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 319K 783 –
BJS WHSL CLUB HLDGS INC COM 489K 6K –
BLACKROCK ENHANCD CAP & INM COM 392K 20K –
CADRE HLDGS INC COM 255K 8K –
CASS INFORMATION SYS INC COM 915K 23K –
CISCO SYS INC COM 352K 7K –
CITIGROUP INC COM NEW 389K 6K –
COHEN & STEERS CLOSED-END OP COM 171K 14K –
COLUMBIA SELIGM PREM TECH GR COM 586K 18K –
DEERE & CO COM 286K 765 –
DICKS SPORTING GOODS INC COM 318K 1K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 56M 2M –
DIMENSIONAL ETF TRUST US EQUITY ETF 4M 70K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 65M 2M –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 3M 84K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 2M 34K –
DISNEY WALT CO COM 392K 4K –
DUOLINGO INC CL A COM 266K 1K –
EATON CORP PLC SHS 485K 2K –
EATON VANCE TAX-MANAGED DIVE COM 141K 10K –
EATON VANCE TAX-MANAGED GLOB COM 146K 18K –
EATON VANCE TAX-MANAGED GLOB COM 120K 14K –
ELI LILLY & CO COM 742K 820 –
EMERSON ELEC CO COM 301K 3K –
EXTRA SPACE STORAGE INC COM 245K 2K –
EXXON MOBIL CORP COM 462K 4K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 956K 20K –
FIDELITY COVINGTON TRUST QLTY FCTOR ETF 2M 36K –
FIDELITY COVINGTON TRUST VLU FACTOR ETF 2M 37K –
FIFTH THIRD BANCORP COM 273K 7K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 199K 10K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 478K 28K –
FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 2M 29K –
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 932K 41K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 493K 10K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 1M 31K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 91M 3M –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 232K 5K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 429K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 465K 11K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 236K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 213K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 233K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 344K 9K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 55M 1M –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 566K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 266K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 277K 7K –
FIRST TR LRG CP VL ALPHADEX COM SHS 3M 36K –
FIRST TR LRGE CP CORE ALPHA COM SHS 2M 21K –
FIRST TR MID CAP CORE ALPHAD COM SHS 2M 15K –
FIRST TR SML CP CORE ALPHA F COM SHS 1M 12K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 3M 23K –
FISERV INC COM 529K 4K –
FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF 2M 73K –
FREEPORT-MCMORAN INC CL B 298K 6K –
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 207K 51K –
GENERAL DYNAMICS CORP COM 571K 2K –
GENTEX CORP COM 766K 23K –
GLOBAL X FDS GLBL X MLP ETF 618K 13K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 568K 5K –
GUGGENHEIM STRATEGIC OPPORTU COM SBI 309K 21K –
HCA HEALTHCARE INC COM 287K 893 –
HOME DEPOT INC COM 338K 982 –
INTEGER HLDGS CORP COM 242K 2K –
INTERNATIONAL BUSINESS MACHS COM 469K 3K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 216K 3K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 285K 3K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 231K 4K –
INVESCO QQQ TR UNIT SER 1 456K 952 –
ISHARES INC CORE MSCI EMKT 2M 40K –
ISHARES SILVER TR ISHARES 216K 8K –
ISHARES TR MSCI USA MIN VOL 209K 2K –
ISHARES TR S&P 100 ETF 2M 8K –
ISHARES TR IBOXX INV CP ETF 42M 393K –
ISHARES TR CORE S&P TTL STK 4M 34K –
ISHARES TR IBOXX HI YD ETF 3M 36K –
ISHARES TR RUS MID CAP ETF 263K 3K –
ISHARES TR CORE S&P MCP ETF 63M 1M –
ISHARES TR S&P 500 GRWT ETF 91M 980K –
ISHARES TR CORE MSCI EAFE 1M 18K –
ISHARES TR S&P 500 VAL ETF 79M 435K –
ISHARES TR 0-5YR INVT GR CP 321K 7K –
ISHARES TR MSCI USA ESG SLC 333K 3K –
ISHARES TR CORE S&P SCP ETF 37M 343K –
ISHARES TR CORE US AGGBD ET 30M 305K –
ISHARES TR CORE 1 5 YR USD 399K 8K –
ISHARES TR S&P MC 400VL ETF 3M 23K –
ISHARES TR CORE S&P500 ETF 6M 10K –
ISHARES U S ETF TR BLACKROCK SH DUR 1M 20K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 904K 18K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 493K 9K –
JACOBS SOLUTIONS INC COM 288K 2K –
JPMORGAN CHASE & CO. COM 1M 6K –
LIBERTY ALL-STAR GROWTH FD I COM 159K 30K –
MACATAWA BK CORP COM 174K 12K –
MARATHON PETE CORP COM 415K 2K –
MCCORMICK & CO INC COM NON VTG 230K 3K –
MICROSOFT CORP COM 2M 4K –
NORTHERN LTS FD TR IV INSPIRE CORP BD 4M 171K –
NORTHERN LTS FD TR IV INSPIRE SML/ MID 3M 80K –
NORTHERN LTS FD TR IV INSPIRE 100 ETF 7M 184K –
NUVEEN S&P 500 DYNAMIC OVERW COM 241K 15K –
NVIDIA CORPORATION COM 628K 5K –
PARKER-HANNIFIN CORP COM 278K 549 –
PARSONS CORP DEL COM 295K 4K –
PHOTRONICS INC COM 417K 17K –
PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 340K 17K –
PROCTER AND GAMBLE CO COM 560K 3K –
PROGRESSIVE CORP COM 305K 1K –
ROPER TECHNOLOGIES INC COM 333K 591 –
S&P GLOBAL INC COM 203K 456 –
SELECT SECTOR SPDR TR FINANCIAL 824K 20K –
SELECT SECTOR SPDR TR COMMUNICATION 1M 15K –
SELECT SECTOR SPDR TR TECHNOLOGY 880K 4K –
SHARKNINJA INC COM SHS 308K 4K –
SOUTHERN CO COM 1M 16K –
SPDR S&P 500 ETF TR TR UNIT 590K 1K –
SPOTIFY TECHNOLOGY S A SHS 282K 899 –
STRYKER CORPORATION COM 1M 4K –
TEREX CORP NEW COM 214K 4K –
TESLA INC COM 351K 2K –
THE TRADE DESK INC COM CL A 283K 3K –
TIMOTHY PLAN US LRGMD CP CORE 3M 67K –
TIMOTHY PLAN HIG DV STK ETF 2M 64K –
TIMOTHY PLAN INTL ETF 3M 101K –
TORO CO COM 224K 2K –
UNITED RENTALS INC COM 230K 356 –
UNITEDHEALTH GROUP INC COM 289K 568 –
VALVOLINE INC COM 339K 8K –
VANGUARD INDEX FDS TOTAL STK MKT 229K 856 –
VISA INC COM CL A 768K 3K –
VOYA GLBL EQTY DIV & PREM OP COM 69K 14K –
WALMART INC COM 530K 8K –
WEC ENERGY GROUP INC COM 449K 6K –