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JVL ASSOCIATES, LLC

UUID1eeee6ce-9e4c-5639-abd3-cd155712f999
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 124018 124018 1.0
cik 0001915765 1915765
sec_file_number 801-61660 801-61660

Profile

WebsiteHTTP://WWW.JVLWEALTH.COM
HQ CityWYOMING
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • JVL WEALTH STRATEGIES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)672,454,948.0
  • RAUM (discretionary)651,162,420.0
  • Actionable assets617,864,298.0
  • Accounts876.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM617,864,298.0

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.