LVZ, Inc.

Overview

LVZ, Inc. is an SEC registered investment adviser based in Holland, MI, registered since 2006. It reports $1.1B in assets under management across 5,879 accounts, with 24 employees. It has 17 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

100%

Accounts

5,879

Average account

$191K

Employees

24

Advisory reps

17

Registered since

2006

Jurisdictions

24

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Ryan J Vanderzwart President, Chief Compliance Officer CRD 2621911
• Nathan Louis Baumann Vice President CRD 5409584

Advisory reps 3 of 17

• Joseph P Bartmess Insurance Agent · Investment Adviser Rep CRD 2073071
• Nathan Louis Baumann Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5409584
• Joshua J Bergsma Investment Adviser Rep CRD 7697767

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

240 S River Ave
Holland, MI 49423

County

Ottawa

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 24 jurisdictions
• Website: vimeo.com/lvz

Every state, with registration dates

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