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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 14
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | NA | Control |
| WARREN, MICHAEL, NEIL | I | PARTNER | NA | |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | E | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| LORENCE, JAMES, PHILLIP | I | PRESIDENT | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| VANDERZWART, RYAN, J | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | C | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| VANDERZWART, RYAN, J | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | A | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | A | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | A | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | A | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | A | Control |
| BAUMANN, NATHAN, LOUIS | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (34)
AL AR AZ CA CO CT FL GA IL IN KS KY LA MA MD MI MN MO MS NC NE NH NM NY OH OR PA RI SC TN TX VA WA WI
Address
240 SOUTH RIVER AVENUEHOLLAND, MI 49423
United States
Phone: 616-394-4994