JVL WEALTH STRATEGIES

Legal name: JVL ASSOCIATES, LLC

CRD 124018File 801-61660

APPROVED

Retail clients

Custody

Filing as of Apr 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$784.4M

Above cohort median (national)

Discretionary AUM

$757.8M

Non-discretionary $26.6M

Clients

186

974 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 10, 2002
Principal office: 1657 GEZON PARKWAY SW SUITE C, WYOMING, MI, 49519
Phone: 616-261-2800
Website: HTTP://WWW.JVLWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $784.4M
Discretionary AUM: $757.8M
Non-discretionary AUM: $26.6M
Discretionary accounts: 957
Non-discretionary accounts: 17
Total accounts: 974
AUM per client: $4.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$5.1M
High net worth individuals	109	$746.4M
Individuals (other than high net worth individuals)	77	$32.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.