{
  "crd_number": 124018,
  "slug": "jvl-wealth-strategies-wyoming-mi-124018",
  "primary_business_name": "JVL WEALTH STRATEGIES",
  "legal_name": "JVL ASSOCIATES, LLC",
  "dbas": [
    "JVL WEALTH STRATEGIES"
  ],
  "city": "Wyoming",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-12-10",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-04-28",
  "carried_forward": false,
  "raum_total": 784408523.0,
  "raum_discretionary": 757838246.0,
  "raum_non_discretionary": 26570277.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5113124.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 32940177.0,
      "count": 77
    },
    "high_net_worth_individuals": {
      "raum": 746355222.0,
      "count": 109
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://jvlwealth.com",
    "https://linkedin.com/company/jvl-wealth-strategies"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124018",
  "city_as_filed": "WYOMING",
  "url": "https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018",
  "display_name": "JVL Wealth Strategies",
  "summary": "JVL Wealth Strategies is an SEC-registered investment advisory firm in Wyoming, MI, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.",
  "citation": "AdvisorCensus. JVL Wealth Strategies (CRD 124018): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is JVL Wealth Strategies compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JVL Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is JVL Wealth Strategies located?",
      "a": "JVL Wealth Strategies' principal office is in Wyoming, MI, according to its Form ADV."
    },
    {
      "q": "Is JVL Wealth Strategies registered with the SEC or a state?",
      "a": "JVL Wealth Strategies is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 124018."
    },
    {
      "q": "How much does JVL Wealth Strategies manage?",
      "a": "JVL Wealth Strategies reports $784,408,523 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (97% discretionary)."
    },
    {
      "q": "How have JVL Wealth Strategies' assets and staff changed since 2021?",
      "a": "In the Form ADV data for JVL Wealth Strategies: Regulatory assets under management: $279,483,264 in the October 2021 data and $784,408,523 in the October 2026 data, up 181%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JVL Wealth Strategies serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (109); individuals (other than high net worth individuals) (77)."
    },
    {
      "q": "Which custodians does JVL Wealth Strategies use?",
      "a": "JVL Wealth Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JVL Wealth Strategies report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124018"
    },
    {
      "q": "What changed in JVL Wealth Strategies' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $672,454,948 to $784,408,523 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 279483264.0,
      "total_employees": 3,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 441308489.0,
      "total_employees": 4,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 431736565.0,
      "total_employees": 5,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 552695722.0,
      "total_employees": 6,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 672454948.0,
      "total_employees": 8,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 784408523.0,
      "total_employees": 8,
      "filing_date": "2026-04-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Regulatory assets under management went from $672,454,948 to $784,408,523 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 32940177.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 109,
      "fewer_than_5": false,
      "raum": 746355222.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 5113124.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124018",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}