SourcingSourcing

JVL ASSOCIATES, LLC

C31
CRD 124018·SEC 801-61660·WYOMING, MI
AUM
$784.4M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JVL ASSOCIATES, LLC
CRD
124018
SEC file #
801-61660
EIN
271329597
DBA names
Jvl Wealth Strategies

Economics

AUM
$784.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$186.2M → $784.4M▲ +321%
Client mix
Individuals High Net Worth109
Individuals Other77

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
3 advisors → 7 advisors▲ +133%
Primary office
WYOMING MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
jvlwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VANDERLUGT, GERALD, RAY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
VANDERLUGT, GERALD, RAY
KUNNEN, MATTHEW, JAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JVLWEALTH.COM
Rdap Domain Creation Date
2020-01-20T23:58:31Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001915765
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2022-03-08
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001915765-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1176
Soi Zip Pct 200k Plus
0.0163
Soi Zip Returns 200k Plus
230
Soi Zip Total AGI
770,258
Fdic Zip Total Deposits
3,180,824,000
Fdic Zip Branch Count
33
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
The Huntington National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1657 GEZON PARKWAY SWSUITE CWYOMING, MI 49519
Business
1657 GEZON PARKWAY SWSUITE CWYOMING, MI 49519
Edgar EIN
271329597
Edgar Recent Filings
13F-HR2026-04-16 · 0001915765-26-000003
13F-HR2026-01-09 · 0001915765-26-000001
Fdic Zip Branches Raw
The Huntington National BankWyoming, MI
The Huntington National BankWyoming, MI
Fdic Zip HHI
2391.34
Fdic Zip Top Bank Share Pct
29.67
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-20T23:58:31Z
Rdap Domain Last Changed
2025-11-21T07:31:16Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,273
Returns4,020
Stub 2
AGI164,367
Returns4,400
Stub 3
AGI162,916
Returns2,670
Soi Zip Total Business Income
24,775
Soi Zip Total Cap Gains
10,492
Soi Zip Total Dividends
5,768
Soi Zip Total Returns
14,120
Top Owner CRD
4614339
Trust Company Affiliate
No

People (7)

7
VANDERLUGT, GERALD, RAY
IAR · Direct Owner · 62.5%
4614339
KUNNEN, MATTHEW, JAY
IAR · Direct Owner · 17.5%
5680816
SOUKUP, CHAD, NATHAN
IAR · Direct Owner · 17.5%
5805699
LOWE, NATHAN, HOLMES
IAR · Direct Owner · 7.5%
6425537
ADAM JON SUWYN
IAR
6531575
Haley Paige DeHaan
IAR
7406485
Shane Holcomb
IAR
7990373