SEC Form ADV · CIK 1915765

JVL WEALTH STRATEGIES

Firm profile: JVL Wealth Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI
$784.4M
Assets Under Management
974
Total Clients
8
Employees
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Registration Details

CIK
1915765
Accession
CRD-124018
Location
WYOMING, MI
Filing Date
April 28, 2026
AUM
$784.4M
Total Clients
974
Employees
8
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

JVL WEALTH STRATEGIES is a registered investment adviser headquartered in WYOMING, MI, managing approximately $784.4M in assets across 974 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.