JVL Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JVL Wealth Strategies provides financial planning, wealth management and investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management alongside comprehensive planning work, and recommends a wide range of investments including mutual funds, ETFs, individual securities, annuities, private real estate, private equity and private credit funds.
The firm’s investment process emphasizes asset allocation, a combination of fundamental and technical security analysis, periodic rebalancing, and a mix of passive and active strategies. JVL also allocates portions of client portfolios to third‑party separately managed account (SMA) managers under tri‑party agreements, describing a formal manager selection and ongoing monitoring process and documenting SMA account features and manager discretion as part of its oversight.
Distinctive aspects of the firm include its size and client mix—approximately $784 million in AUM managed by a seven‑advisor team for about 186 clients, implying a relatively large asset base per client compared with many peers. The brochure also discloses a handful of less‑typical practices for a team firm: limited bill‑paying/custodial services and occasional personal fiduciary roles for employees (trustee/executor) for select clients, an explicit prohibition on receiving compensation from product sponsors, and documented cybersecurity controls and insurance covering third‑party technology risks.
Client services
Expertise
Fee options
Flat fees typically ranging from $4,000 to $7,500 for financial planning projects.
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.75% annually $2,500,000 - $10,000,000: 0.60% annually $10,000,000 - $25,000,000: 0.50% annually $25,000,000 - $50,000,000: 0.40% annually $50,000,000+: 0.25% annually
Hourly fees charged under certain circumstances, specific amounts not stated.
Fee-only: Flat fees typically ranging from $4,000 to $7,500 for financial planning projects for clients without managed assets.
Main office
1657 Gezon Parkway SW Suite C
Wyoming MI 49519
Advisors at this office
8
Most active in
Michigan
Also doing business as
Jvl Associates, LLC · Jvl Wealth Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gabriel N
Series 65
Wyoming, MI
JVL Wealth Strategies
Gabriel Newhof is a financial advisor with JVL Wealth Strategies in Wyoming, Michigan. He holds a Series 65 designation and has one year of industry experience. Prior to joining JVL Wealth Strategies, Gabriel worked at James Madison University and Spring Arbor University, and was involved with Basics Sports. JVL Wealth Strategies is a team-based firm serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of passive and active investment strategies alongside a formal manager selection and monitoring process.
Adam S
CFP®, Series 65
Wyoming, MI
JVL Wealth Strategies
Adam Suwyn is a CFP® professional with four years of experience in the financial industry. He has worked at JVL Wealth Strategies since 2023 and previously held positions at JPMorgan Chase and Greenleaf Trust. JVL Wealth Strategies provides financial planning, wealth management, and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment process that includes asset allocation, fundamental and technical analysis, and a combination of passive and active strategies, managing approximately $784 million in assets for about 186 clients.
Shane H
CFP®, Series 65
Wyoming, MI
JVL Wealth Strategies
Shane Holcomb is a CFP® certificant affiliated with JVL Wealth Strategies in Wyoming, MI, with two years of industry experience. Prior to joining JVL Wealth Strategies, he worked briefly at Fidelity Investments and at Calderone Golf Club. JVL Wealth Strategies is a team of eight advisors serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies along with a formal manager selection process for separately managed accounts.
Matthew K
CFP®, CFA®, Series 63, Series 65
Wyoming, MI
JVL Wealth Strategies
Matthew Kunnen is a CFP® and CFA® with 12 years of industry experience. He has worked at JVL Associates, LLC since 2013 and is currently part of the eight-advisor team at JVL Wealth Strategies in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients. The firm serves individuals, charitable organizations, trusts, estates, and business entities, employing a blend of passive and active investment strategies alongside access to private funds and separate account solutions.
Nathan L
CFP®, Series 65
Wyoming, MI
JVL Wealth Strategies
Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.
Gerald V
CFP®
Wyoming, MI
JVL Wealth Strategies
Gerald Vanderlugt is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is associated with JVL Wealth Strategies and has been involved with JVL Associates since 1994. JVL Wealth Strategies provides comprehensive financial planning, wealth management, and investment advisory services to individuals, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment approach combining asset allocation, fundamental and technical analysis, and both active and passive strategies, managing approximately $784 million in assets for a select client base.
Chad S
CFP®, CFA®
Wyoming, MI
JVL Wealth Strategies
Chad Soukup is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at JVL Associates, LLC since 2019 and was previously with Plante Moran Financial Advisors, LLC for 12 years. Soukup is based in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm employs a combination of passive and active investment strategies, offers discretionary portfolio management, and provides access to private funds and separate account solutions.
Haley D
CFP®, Series 65
Wyoming, MI
JVL Wealth Strategies
Haley De Haan is a financial advisor at JVL Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining JVL Wealth Strategies, Haley worked at OVD Insurance and held various roles at Grand Valley State University and Thornapple Manor Nursing Home. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients through an eight-advisor team. The firm serves individuals, charitable organizations, trusts, estates, and business entities, offering financial planning, wealth management, and discretionary portfolio management with a focus on asset allocation and a combination of passive and active investment strategies.
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