JVL ASSOCIATES, LLC
Legal name: JVL WEALTH STRATEGIES
CRD #124018 SEC #801-61660 WYOMING, MI 616-261-2800
SEC Registered
Total AUM
$672.5M
Discretionary
$651.2M
Employees
8
Clients
101
Accounts
876
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $672.5M | $651.2M | $21.3M | 8 | 7 |
| Mar 2024 | $552.7M | $536.1M | $16.6M | 6 | 2 |
| Mar 2023 | $431.7M | $422.3M | $9.4M | 5 | 1 |
| Mar 2022 | $441.3M | $432.1M | $9.2M | 4 | 4 |
| Sep 2021 | $279.5M | $259.1M | $20.4M | 3 | 1 |
| Mar 2021 | $279.5M | $259.1M | $20.4M | 3 | 1 |
| Jun 2020 | $208.1M | $208.1M | $0 | 3 | 5 |
| Jun 2020 | $208.1M | $208.1M | $0 | 3 | 5 |
| Mar 2020 | $208.1M | $208.1M | $0 | 3 | 5 |
| Mar 2019 | $186.2M | $186.2M | $0 | 3 | 3 |
| Mar 2018 | $163M | $155.5M | $7.5M | 2 | 0 |
| Mar 2017 | $153.4M | $134M | $19.5M | 2 | 26 |
| Mar 2016 | $137.3M | $119.2M | $18.1M | 2 | 26 |
| Mar 2015 | $139.5M | $121.1M | $18.4M | 2 | 26 |
| Mar 2014 | $119.7M | $104.6M | $15.1M | 2 | 26 |
| Mar 2013 | $109.6M | $95M | $14.6M | 1 | 11 |
| Mar 2012 | $100.4M | $86.7M | $13.6M | 1 | 11 |
| Mar 2012 | $100.4M | $86.7M | $13.6M | 1 | 11 |
| Mar 2009 | $63.5M | $63.5M | $0 | 5 | -- |
| Mar 2008 | $97.3M | $97.3M | $0 | 5 | -- |
| Mar 2007 | $79.4M | $79.4M | $0 | 5 | -- |
| Mar 2006 | $71.5M | $71.5M | $0 | 5 | -- |
| Sep 2005 | $63.5M | $63.5M | $0 | 5 | -- |
| Mar 2004 | $59M | $59M | $0 | 5 | -- |
| Oct 2003 | $51M | $51M | $0 | 5 | -- |
DateMar 2025
Total AUM$672.5M
Discretionary$651.2M
Non-Disc.$21.3M
Employees8
Clients7
DateMar 2024
Total AUM$552.7M
Discretionary$536.1M
Non-Disc.$16.6M
Employees6
Clients2
DateMar 2023
Total AUM$431.7M
Discretionary$422.3M
Non-Disc.$9.4M
Employees5
Clients1
DateMar 2022
Total AUM$441.3M
Discretionary$432.1M
Non-Disc.$9.2M
Employees4
Clients4
DateSep 2021
Total AUM$279.5M
Discretionary$259.1M
Non-Disc.$20.4M
Employees3
Clients1
DateMar 2021
Total AUM$279.5M
Discretionary$259.1M
Non-Disc.$20.4M
Employees3
Clients1
DateJun 2020
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees3
Clients5
DateJun 2020
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees3
Clients5
DateMar 2020
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees3
Clients5
DateMar 2019
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees3
Clients3
DateMar 2018
Total AUM$163M
Discretionary$155.5M
Non-Disc.$7.5M
Employees2
Clients0
DateMar 2017
Total AUM$153.4M
Discretionary$134M
Non-Disc.$19.5M
Employees2
Clients26
DateMar 2016
Total AUM$137.3M
Discretionary$119.2M
Non-Disc.$18.1M
Employees2
Clients26
DateMar 2015
Total AUM$139.5M
Discretionary$121.1M
Non-Disc.$18.4M
Employees2
Clients26
DateMar 2014
Total AUM$119.7M
Discretionary$104.6M
Non-Disc.$15.1M
Employees2
Clients26
DateMar 2013
Total AUM$109.6M
Discretionary$95M
Non-Disc.$14.6M
Employees1
Clients11
DateMar 2012
Total AUM$100.4M
Discretionary$86.7M
Non-Disc.$13.6M
Employees1
Clients11
DateMar 2012
Total AUM$100.4M
Discretionary$86.7M
Non-Disc.$13.6M
Employees1
Clients11
DateMar 2009
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--