LVZ, INC.
C30
CRD 124228·SEC 801-66772·HOLLAND, MI
AUM
$1.13B
$1B+
Est. Revenue
$11.3M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $509.9M
'21 · $662.2M
'22 · $775.3M
'23 · $917.5M
'25 · $969.2M
'26 · $1.13B
'20'26
$509.9M → $1.13B▲ +121%
Client mix
| Individuals Other | 2,312 |
| Individuals High Net Worth | 126 |
| Pension Profit Sharing Plans | 14 |
| Corporations | 12 |
| Charitable Organizations | 9 |
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 10 advisors
'22 · 15 advisors
'23 · 17 advisors
'25 · 22 advisors
'26 · 18 advisors
'20'26
10 advisors → 18 advisors▲ +80%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
240 S. RIVER AVENUEHOLLAND, MI 49423
Business
240 S. RIVER AVENUEHOLLAND, MI 49423
Edgar Recent Filings
13F-HR2026-04-28 · 0000905729-26-000087
13F-HR/A2026-02-10 · 0000905729-26-000036