JVL WEALTH STRATEGIES
SEC RegisteredMORE THAN FINANCIAL ADVISORS — We build lifelong relationships.
About the firm
JVL Wealth Strategies clarifies the complex to help clients confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, the firm develops tailored wealth strategies, manages asset growth, and coordinates a team of advisors to proactively ensure financial security for the long term. JVL is a locally owned, independent fiduciary business with no affiliation with any products or sales organizations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advisory, and wealth management, including financial, tax, and estate planning, risk management, charitable giving, and multi-generational gifting.
Who they serve
Family-owned businesses, professionals and executives, and individuals experiencing major life changes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 77 | $33M |
| High Net Worth Individuals | 109 | $746M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JVL WEALTH STRATEGIES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.