Lvz, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 124228
- SEC number
- 801-66772
- Firm type
- RIA
- Assets under management
- $1.1B as of Mar 25, 2026
- Website
- www.linkedin.com/company/lvzinvestmentmanagement ↗
- Phone
- 616-394-4994
- Address
- 240 South River Avenue, Holland, MI, 49423
Advisors at this firm
17 in our index · page 1 of 1
-
Joseph Pell BartmessCRD 2073071 · Wildwood, MOIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Nathan Louis BaumannCRD 5409584 · Holland, MIIA RegisteredBroker
-
Joshua J BergsmaCRD 7697767 · Holland, MIIA Registered
-
Matthew James BostwickCRD 6268939 · Belleair, FLIA RegisteredRegistration inactive
-
Colton Keith CockerellCRD 6258458 · Friendswood, TXIA RegisteredRegistration inactive
-
Julie Mae DevisserCRD 4562984 · Holland, MIIA RegisteredRegistration inactive
-
Julie Marie EndicottCRD 4048022 · Green Lake, WIIA RegisteredRegistration inactive
-
Joshua Andrew FrankenCRD 7210527 · Holland, MIIA RegisteredRegistration inactive
-
William Klein HerweyerCRD 8137461 · Holland, MIIA Registered
-
Michael David HodgsonCRD 4648088 · Rock Hill, NYIA RegisteredRegistration inactive
-
Zachary Clayton PhillipsCRD 6313404 · Clarkesville, GAIA RegisteredRegistration inactive
-
Eric J SaleCRD 5720093 · Holland, MIIA RegisteredBroker
-
Timothy Lyndon SharerCRD 2366869 · Friendswood, TXIA RegisteredRegistration inactive
-
Robert Jackson StewartCRD 4849485 · Cordele, GAIA RegisteredRegistration inactive
-
Ryan J VanderzwartCRD 2621911 · Holland, MIIA RegisteredBroker
-
Nathan Chad WoodCRD 6432889 · Grand Rapids, MIIA Registered
-
Ralph Alton WoodCRD 1558917 · Grand Rapids, MIIA RegisteredRegistration inactive
1–17 of 17
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 124228 ↗
FINRA BrokerCheck record for firm CRD 124228 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.