DBA: JVL WEALTH STRATEGIES
| Total AUM | $784.4M |
| Discretionary | $757.8M97% of AUM |
| Non-Discretionary | $26.6M |
| Client Accounts | 974 |
| Avg Account Size | $805K |
| Employees | 8 |
| Peak AUM | $784.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $784M | +16.6% | +21.4% | +22.5% | |
| Discretionary AUM | |||||
| Total AUM | $784.4M |
| Discretionary | $757.8M |
| Employees | 8 |
| Client Accounts | 974 |
| Client Range | 101-250 |
Address
1657 GEZON PARKWAY SW SUITE C
WYOMING MI 49519
Phone
616-261-2800
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$758M
96.6% of AUM
Non-Discretionary
$27M
3.4% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$784M
| $758M |
| +16.4% |
| +20.9% |
| +23.5% |
| Non-Disc. AUM | $27M | +24.8% | +40.0% | +5.3% |
| Total Accounts | 974 | +11.2% | +14.7% | +19.5% |
| Avg Account Size | $805,347.56 | +4.9% | +5.9% | +2.5% |
| Employees | 8 | 0.0% | +16.5% | +21.3% |
| AUM / Employee | $98M | +16.6% | +4.2% | +1.0% |
Client AUM Segments | |||||
| Wealth AUM | $779M | +15.9% | +21.1% | +22.4% | |
| Institutional AUM | $5M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 77 | 8.3% | +9.0% | +14.3% | |
| Individuals | 109 | +22.5% | +12.9% | +21.2% | |