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JVL ASSOCIATES, LLC

Doing business as JVL WEALTH STRATEGIES. SEC Form ADV profile.

Total regulatory AUM
$784,408,523
Discretionary
$757,838,246
Non-discretionary
$26,570,277

Firm details

CRD number
124018
SEC file number
801-61660
Main office
WYOMING, MI, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.