# JDV Wealth Advisors, LLC

> JDV Wealth Advisors, LLC is a state-registered investment advisory firm in Grand Blanc, MI, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 169628
- Filed as: JDV WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grand Blanc, MI
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169628
- AdvisorCensus page: https://advisorcensus.com/firm/jdv-wealth-advisors-llc-grand-blanc-mi-169628

## Quick answers

**How is JDV Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JDV Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is JDV Wealth Advisors, LLC located?**
JDV Wealth Advisors, LLC's principal office is in Grand Blanc, MI, according to its Form ADV.

**Is JDV Wealth Advisors, LLC registered with the SEC or a state?**
JDV Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169628.

**How much does JDV Wealth Advisors, LLC manage?**
JDV Wealth Advisors, LLC reports $6,073,723 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does JDV Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40).

**Does JDV Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169628

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,073,723
- Discretionary: $0
- Non-discretionary: $6,073,723

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $6,073,723 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jdvwealthadvisors.com
- Facebook @JDV-WEALTH-ADVISORS-LLC
- LinkedIn @joe-venegas-8b06429b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JDV Wealth Advisors, LLC (CRD 169628): Form ADV filing data as of October 2026.