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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 488 | 498 | increased by10 |
| Apr 1, 2026 | AUM | $927,418,738 | $1,016,437,853 | increased by$89,019,115 |
| Apr 1, 2026 | Accounts | 811 | 853 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 507 | 488 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $906,912,218 | $927,418,738 | increased by$20,506,520 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 755 | 811 | increased by56 |
| Mar 1, 2022 | Clients | 339 | 507 | increased by168 |
| Mar 1, 2022 | AUM | $614,913,410 | $906,912,218 | increased by$291,998,808 |
| Mar 1, 2022 | Accounts | 592 | 755 | increased by163 |
| 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 “LAFLEUR GODFREY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAFLEUR GODFREY” 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.