SourcingSourcing

PPS & V ASSET MANAGEMENT CONSULTANTS INC

B59
CRD 110491·SEC 801-40057·PORTAGE, MI
AUM
$253.7M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$761K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PPS & V ASSET MANAGEMENT CONSULTANTS INC
CRD
110491
SEC file #
801-40057
EIN
—
DBA names
—

Economics

AUM
$253.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.2M → $253.7M▲ +78%
Client mix
Individuals Other189
Individuals High Net Worth58

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
PORTAGE MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
12/15/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VLIEK, ROBERT, BRUCE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VLIEK, ROBERT, BRUCE
VLIEK, RYAN, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1077704
Trust Company Affiliate
No

People (3)

3
VLIEK, ROBERT, BRUCE
IAR · Direct Owner · 87.5%
1077704
VLIEK, RYAN, JOHN
IAR · Direct Owner · 17.5%
4475459
KAYLA JOY FRANTZ
IAR
6497195