JW
JVL WEALTH STRATEGIES
SEC RegisteredWYOMING, MIhttps://jvlwealth.com616-261-2800
Assets Under Management
$500M–$1B
Employees
8
Office Locations
1 office
Total Accounts
974
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Services
retirement_planningestate_planningtax_planningcharitable_giving
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 77 | $33M |
| High Net Worth Individuals | 109 | $746M |
4 total clients reported on Form ADV.
Leadership
Gerald Ray Vanderlugt
PARTNER / CHIEF COMPLIANCE OFFICER
Matthew Jay Kunnen
PARTNER
Chad Nathan Soukup
PARTNER
Office locations
1 office in 1 state
MI
WYOMINGHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#124018
SEC Number
801-61660
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
jvlwealth.comPhone
616-261-2800Find an advisor that fits
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Editorial disclosure
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.