LVZ, INC.
CRD #124228 SEC #801-66772 HOLLAND, MI 616-394-4994
SEC Registered
Total AUM
$969.2M
Discretionary
$969.2M
Employees
25
Clients
1
Accounts
5,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $969.2M | $969.2M | $0 | 25 | 2 |
| Aug 2025 | $969.2M | $969.2M | $0 | 25 | 2 |
| Mar 2025 | $969.2M | $969.2M | $0 | 25 | 2 |
| Nov 2024 | $874.6M | $853.4M | $21.2M | 25 | 1 |
| May 2024 | $874.6M | $853.4M | $21.2M | 23 | 1 |
| Feb 2024 | $874.6M | $853.4M | $21.2M | 23 | 1 |
| Nov 2023 | $808.4M | $786.8M | $21.6M | 25 | 1 |
| Sep 2023 | $808.4M | $786.8M | $21.6M | 22 | 1 |
| Aug 2023 | $808.4M | $786.8M | $21.6M | 20 | 1 |
| Jun 2023 | $808.4M | $786.8M | $21.6M | 21 | 1 |
| May 2023 | $808.4M | $786.8M | $21.6M | 21 | 1 |
| Mar 2023 | $808.4M | $786.8M | $21.6M | 21 | 1 |
| Nov 2022 | $917.5M | $909.4M | $8.1M | 18 | 1 |
| Nov 2022 | $917.5M | $909.4M | $8.1M | 18 | 1 |
| Oct 2022 | $917.5M | $909.4M | $8.1M | 18 | 1 |
| Mar 2022 | $917.5M | $909.4M | $8.1M | 17 | 1 |
| Dec 2021 | $775.3M | $754.7M | $20.6M | 16 | 1 |
| Jul 2021 | $775.3M | $754.7M | $20.6M | 17 | 1 |
| May 2021 | $775.3M | $754.7M | $20.6M | 15 | 1 |
| Mar 2021 | $775.3M | $754.7M | $20.6M | 15 | 1 |
| Jun 2020 | $662.2M | $662.2M | $0 | 12 | 1 |
| May 2020 | $662.2M | $662.2M | $0 | 12 | 1 |
| Mar 2020 | $662.2M | $662.2M | $0 | 12 | 1 |
| Jan 2020 | $509.9M | $509.9M | $0 | 12 | 1 |
| Aug 2019 | $509.9M | $509.9M | $0 | 12 | 1 |
| Mar 2019 | $509.9M | $509.9M | $0 | 12 | 1 |
| Nov 2018 | $523.2M | $523.2M | $0 | 12 | 10 |
| Mar 2018 | $523.2M | $523.2M | $0 | 12 | 10 |
| Mar 2017 | $417.6M | $417.6M | $0 | 11 | 1,600 |
| Feb 2017 | $357.5M | $357.5M | $0 | 9 | 1,400 |
| Mar 2016 | $357.5M | $357.5M | $0 | 9 | 1,400 |
| Mar 2016 | $357.5M | $357.5M | $0 | 9 | 1,400 |
| Jun 2015 | $331.2M | $331.2M | $0 | 9 | 1,300 |
| Mar 2015 | $331.2M | $331.2M | $0 | 9 | 1,300 |
| Aug 2014 | $299.9M | $299.7M | $222.7K | 10 | 1,266 |
| Jul 2014 | $299.9M | $299.7M | $222.7K | 10 | 1,266 |
| Mar 2014 | $299.9M | $299.7M | $222.7K | 10 | 1,266 |
| Dec 2013 | $233.1M | $233M | $68K | 10 | 1,800 |
| Nov 2013 | $233.1M | $233M | $68K | 10 | 1,800 |
| Nov 2013 | $233.1M | $233M | $68K | 10 | 1,800 |
| Mar 2013 | $233.1M | $233M | $68K | 10 | 1,800 |
| Oct 2012 | $183M | $183M | $43K | 6 | 1,500 |
| Mar 2012 | $183M | $183M | $43K | 6 | 1,500 |
| Mar 2011 | $131.1M | $131.1M | $0 | 10 | -- |
| Sep 2010 | $90.9M | $90.9M | $0 | 10 | -- |
| Jul 2009 | $64.1M | $64.1M | $0 | 10 | -- |
| Feb 2008 | $67.4M | $67.4M | $0 | 10 | -- |
| Jun 2007 | $36.3M | $36.3M | $0 | 5 | -- |
| May 2007 | $36.3M | $36.3M | $0 | 5 | -- |
| Feb 2007 | $36.3M | $36.3M | $0 | 5 | -- |
| Jan 2007 | $26.8M | $26.8M | $0 | 5 | -- |
DateNov 2025
Total AUM$969.2M
Discretionary$969.2M
Non-Disc.$0
Employees25
Clients2
DateAug 2025
Total AUM$969.2M
Discretionary$969.2M
Non-Disc.$0
Employees25
Clients2
DateMar 2025
Total AUM$969.2M
Discretionary$969.2M
Non-Disc.$0
Employees25
Clients2
DateNov 2024
Total AUM$874.6M
Discretionary$853.4M
Non-Disc.$21.2M
Employees25
Clients1
DateMay 2024
Total AUM$874.6M
Discretionary$853.4M
Non-Disc.$21.2M
Employees23
Clients1
DateFeb 2024
Total AUM$874.6M
Discretionary$853.4M
Non-Disc.$21.2M
Employees23
Clients1
DateNov 2023
Total AUM$808.4M
Discretionary$786.8M
Non-Disc.$21.6M
Employees25
Clients1
DateSep 2023
Total AUM$808.4M
Discretionary$786.8M
Non-Disc.$21.6M
Employees22
Clients1
DateAug 2023
Total AUM$808.4M
Discretionary$786.8M
Non-Disc.$21.6M
Employees20
Clients1
DateJun 2023
Total AUM$808.4M
Discretionary$786.8M
Non-Disc.$21.6M
Employees21
Clients1
DateMay 2023
Total AUM$808.4M
Discretionary$786.8M
Non-Disc.$21.6M
Employees21
Clients1
DateMar 2023
Total AUM$808.4M
Discretionary$786.8M
Non-Disc.$21.6M
Employees21
Clients1
DateNov 2022
Total AUM$917.5M
Discretionary$909.4M
Non-Disc.$8.1M
Employees18
Clients1
DateNov 2022
Total AUM$917.5M
Discretionary$909.4M
Non-Disc.$8.1M
Employees18
Clients1
DateOct 2022
Total AUM$917.5M
Discretionary$909.4M
Non-Disc.$8.1M
Employees18
Clients1
DateMar 2022
Total AUM$917.5M
Discretionary$909.4M
Non-Disc.$8.1M
Employees17
Clients1
DateDec 2021
Total AUM$775.3M
Discretionary$754.7M
Non-Disc.$20.6M
Employees16
Clients1
DateJul 2021
Total AUM$775.3M
Discretionary$754.7M
Non-Disc.$20.6M
Employees17
Clients1
DateMay 2021
Total AUM$775.3M
Discretionary$754.7M
Non-Disc.$20.6M
Employees15
Clients1
DateMar 2021
Total AUM$775.3M
Discretionary$754.7M
Non-Disc.$20.6M
Employees15
Clients1
DateJun 2020
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees12
Clients1
DateMay 2020
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees12
Clients1
DateMar 2020
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees12
Clients1
DateJan 2020
Total AUM$509.9M
Discretionary$509.9M
Non-Disc.$0
Employees12
Clients1
DateAug 2019
Total AUM$509.9M
Discretionary$509.9M
Non-Disc.$0
Employees12
Clients1
DateMar 2019
Total AUM$509.9M
Discretionary$509.9M
Non-Disc.$0
Employees12
Clients1
DateNov 2018
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients10
DateMar 2018
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients10
DateMar 2017
Total AUM$417.6M
Discretionary$417.6M
Non-Disc.$0
Employees11
Clients1,600
DateFeb 2017
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees9
Clients1,400
DateMar 2016
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees9
Clients1,400
DateMar 2016
Total AUM$357.5M
Discretionary$357.5M
Non-Disc.$0
Employees9
Clients1,400
DateJun 2015
Total AUM$331.2M
Discretionary$331.2M
Non-Disc.$0
Employees9
Clients1,300
DateMar 2015
Total AUM$331.2M
Discretionary$331.2M
Non-Disc.$0
Employees9
Clients1,300
DateAug 2014
Total AUM$299.9M
Discretionary$299.7M
Non-Disc.$222.7K
Employees10
Clients1,266
DateJul 2014
Total AUM$299.9M
Discretionary$299.7M
Non-Disc.$222.7K
Employees10
Clients1,266
DateMar 2014
Total AUM$299.9M
Discretionary$299.7M
Non-Disc.$222.7K
Employees10
Clients1,266
DateDec 2013
Total AUM$233.1M
Discretionary$233M
Non-Disc.$68K
Employees10
Clients1,800
DateNov 2013
Total AUM$233.1M
Discretionary$233M
Non-Disc.$68K
Employees10
Clients1,800
DateNov 2013
Total AUM$233.1M
Discretionary$233M
Non-Disc.$68K
Employees10
Clients1,800
DateMar 2013
Total AUM$233.1M
Discretionary$233M
Non-Disc.$68K
Employees10
Clients1,800
DateOct 2012
Total AUM$183M
Discretionary$183M
Non-Disc.$43K
Employees6
Clients1,500
DateMar 2012
Total AUM$183M
Discretionary$183M
Non-Disc.$43K
Employees6
Clients1,500
DateMar 2011
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2007
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--