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LVZ, INC.
CRD 124228File 801-66772
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.