Lvz, Inc.
● SEC registered since 2006CRD 124228SEC# 801-66772Holland, MI
Reg. AUM
$1.13B
Employees
24
Accounts
5,879
Location
Holland, MI
Lvz, Inc. assets under management
Lvz, Inc. is an SEC-registered investment adviser based in Holland, MI. The firm has been registered since 2006. It reports $1.1 billion in regulatory assets under management and employs 24 people.
Lvz, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Louis Baumann Control | Vice President | 25-50% | 2011 |
| Ryan J Vanderzwart Control | President/Chief Compliance Officer | 50-75% | 2000 |
Frequently asked questions
How much does Lvz, Inc. manage?
Lvz, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Lvz, Inc. have?
Lvz, Inc. reports 24 employees.
Where is Lvz, Inc. located?
Lvz, Inc. is based in Holland, MI and has been SEC-registered since 2006.
Does Lvz, Inc. disclose fund performance?
Lvz, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 240 South River Avenue, Holland, MI 49423 |
| Phone | 616-394-4994 |
| Fax | 616-394-5986 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $1.13B