# JVL Wealth Strategies

> 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.

- CRD: 124018
- Filed as: JVL WEALTH STRATEGIES
- Legal name: JVL Associates, LLC
- Also doing business as: JVL WEALTH STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wyoming, MI
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124018
- AdvisorCensus page: https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018

## Quick answers

**How is JVL Wealth Strategies compensated?**
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.

**Where is JVL Wealth Strategies located?**
JVL Wealth Strategies' principal office is in Wyoming, MI, according to its Form ADV.

**Is JVL Wealth Strategies registered with the SEC or a state?**
JVL Wealth Strategies is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 124018.

**How much does JVL Wealth Strategies manage?**
JVL Wealth Strategies reports $784,408,523 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (97% discretionary).

**How have JVL Wealth Strategies' assets and staff changed since 2021?**
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.

**What types of clients does JVL Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (109); individuals (other than high net worth individuals) (77).

**Which custodians does JVL Wealth Strategies use?**
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.

**Does JVL Wealth Strategies report any disciplinary disclosures?**
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

**What changed in JVL Wealth Strategies' recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $784,408,523
- Discretionary: $757,838,246
- Non-discretionary: $26,570,277

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $32,940,177 |
| High net worth individuals | 109 | $746,355,222 |
| Charitable organizations | Fewer than 5 | $5,113,124 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (23 years)
- Employees: 8 total, 7 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)
- jvlwealth.com
- LinkedIn @jvl-wealth-strategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $279,483,264 | 3 | September 2, 2021 |
| October 2022 | $441,308,489 | 4 | March 28, 2022 |
| October 2023 | $431,736,565 | 5 | March 30, 2023 |
| October 2024 | $552,695,722 | 6 | March 29, 2024 |
| October 2025 | $672,454,948 | 8 | March 25, 2025 |
| October 2026 | $784,408,523 | 8 | April 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $672,454,948 to $784,408,523 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JVL Wealth Strategies (CRD 124018): Form ADV filing data as of October 2026.