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LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
Legal name: LAFLEUR & GODFREY LLC
CRD 168831File 801-78536
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.02B
Clients
498
853 accounts
Employees
7
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 1, 2013
- Principal office
- 625 KENMOOR AVE SE, SUITE 209, GRAND RAPIDS, MI, 49546
- Phone
- 616-942-1580
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $1.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 853
- Non-discretionary accounts
- 0
- Total accounts
- 853
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $206K |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 10 | $31.7M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 319 | $910.1M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 8 | $21.8M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 160 | $52.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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.