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LVZ, INC.
CRD 124228File 801-66772
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
2,473
5,879 accounts
Employees
24
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 17, 2006
- Principal office
- 240 SOUTH RIVER AVENUE, HOLLAND, MI, 49423
- Phone
- 616-394-4994
- Website
- https://www.lvzinc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,879
- Non-discretionary accounts
- 0
- Total accounts
- 5,879
- AUM per client
- $455K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $15.0M |
| Charitable organizations | 9 | $2.7M |
| High net worth individuals | 126 | $257.3M |
| Pension and profit sharing plans | 14 | $21.3M |
| Individuals (other than high net worth individuals) | 2,312 | $828.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 24 | decreased by1 |
| Apr 1, 2026 | Clients | 2,387 | 2,473 | increased by86 |
| Apr 1, 2026 | AUM | $969,207,213 | $1,125,231,000 | increased by$156,023,787 |
| Apr 1, 2026 | Accounts | 5,242 | 5,879 | increased by637 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 25 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,463 | 2,387 | decreased by76 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $917,501,000 | $969,207,213 | increased by$51,706,213 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,935 | 5,242 | increased by307 |
| Apr 1, 2022 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 2,274 | 2,463 | increased by189 |
| Apr 1, 2022 | AUM | $775,294,000 | $917,501,000 | increased by$142,207,000 |
| Apr 1, 2022 | Accounts | 4,332 | 4,935 | increased by603 |
| Jan 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Aug 1, 2021 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LVZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LVZ” may also match similarly-named firms). Confirm identity against each filing.
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.