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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LVZ, INC.

CRD 124228

HOLLAND, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a9f6dc1-fd5f-4588-34e2-e6f6fdda0563

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 5
On other graphs: 0
Observed: Mar 20, 2012 to Sep 16, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $66.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 18
Offices: 14Schedule D 1.F, beyond the principal office
Accounts: 5,879
Individual clients: 2,312
High net worth clients: 126
Custody, client assets: $292M
SEC number: 801-66772
CRD: 124228
Filings on the tape: 48
First filed: Mar 20, 2012
Latest filed: Sep 16, 2026
Organised: Corporation, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN J VANDERZWART	Certified Financial Planner	HOLLAND, MI	19	31	1	yes
NATHAN LOUIS BAUMANN	Certified Financial Planner	HOLLAND, MI	14	19	1	yes
RALPH ALTON WOOD	Chartered Financial Consultant	Grand Rapids, MI	9	39	2	no
ERIC J SALE	Chartered Financial Consultant	Holland, MI	7	17	1	yes
ROBERT JACKSON STEWART	n/a	Cordele, GA	5	21	3	no
ZACHARY CLAYTON PHILLIPS	n/a	Stockbridge, GA \| Clarkesville, GA	5	12	2	no
MICHAEL DAVID HODGSON	n/a	Rock Hill, NY \| Columbus, OH \| Belleair, FL	5	19	2	no
MATTHEW JAMES BOSTWICK	n/a	Belleair, FL	5	11	1	no
JOSEPH PELL BARTMESS	n/a	Wildwood, MO	3	35	3	no
NATHAN CHAD WOOD	Certified Financial Planner	Grand Rapids, MI	3	10	n/a	no
JULIE MARIE ENDICOTT	n/a	Green Lake, WI \| Bartlett, TN	3	26	2	no
TIMOTHY LYNDON SHARER	n/a	Friendswood, TX	1	33	3	no
COLTON KEITH COCKERELL	n/a	Friendswood, TX	1	11	1	no
JULIE MAE DEVISSER	n/a	Holland, MI	1	24	1	no
JOSHUA J BERGSMA	n/a	Holland, MI	1	11	n/a	no
JOSHUA ANDREW FRANKEN	n/a	Holland, MI	1	11	1	no
WILLIAM KLEIN HERWEYER	n/a	Holland, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAUMANN, NATHAN, LOUIS	VICE PRESIDENT	C	yes	01/2011	Mar 25, 2026	Mar 25, 2026
VANDERZWART, RYAN, J	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	01/2000	Mar 25, 2026	Mar 25, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LVZ CONSULTING	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Okemos	Mi	United States	2	no
Friendswood	TX	United States	2	no
Belleair	FL	United States	1	no
Clarkesville	Ga	United States	1	no
Cordele	Ga	United States	1	no
Stockbridge	Ga	United States	1	no
ANN ARBOR	Mi	United States	1	no
GRAND RAPIDS	Mi	United States	1	no
Litchfield	Mi	United States	1	no
Columbus	Oh	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$1.1B	$1.1B	24	18	14	n/a	n/a
2024	Mar 26, 2025	$969M	$969M	25	22	14	n/a	n/a
2023	Feb 29, 2024	$875M	$853M	23	18	14	n/a	n/a
2022	Mar 31, 2023	$808M	$787M	21	17	10	n/a	n/a
2021	Mar 31, 2022	$918M	$909M	17	16	8	n/a	n/a
2020	Mar 31, 2021	$775M	$755M	15	14	0	n/a	n/a
2019	Mar 27, 2020	$662M	$662M	12	10	0	n/a	n/a
2018	Mar 26, 2019	$510M	$510M	12	10	0	n/a	n/a
2017	Mar 23, 2018	$523M	$523M	12	10	0	n/a	n/a
2016	Mar 30, 2017	$418M	$418M	11	9	n/a	n/a	n/a
2015	Mar 7, 2016	$358M	$358M	9	9	n/a	n/a	n/a
2014	Mar 27, 2015	$331M	$331M	9	9	n/a	n/a	n/a
2013	Mar 18, 2014	$300M	$300M	10	7	n/a	n/a	n/a
2012	Mar 15, 2013	$233M	$233M	10	5	n/a	n/a	n/a
2011	Mar 20, 2012	$183M	$183M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$969M	16.1%	$808M	11.7%	24	25	14	14

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEXT FINANCIAL GROUP, INC.	2	Nov 26, 2024	Nov 25, 2024	FRIENDSWOOD, TX	Team lift out	Ibd to RIA	0.7%
NEXT FINANCIAL GROUP, INC.	2	Mar 3, 2017	Jan 1, 2025	HOLLAND, MI	Team lift out	Other	0.6%

Relationships

Registered with (17)

← WILLIAM KLEIN HERWEYERAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← JOSHUA ANDREW FRANKENAdvisorregistration: current employment
May 12, 2025 to presentfactForm ADV
← JOSHUA J BERGSMAAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← JULIE MAE DEVISSERAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← TIMOTHY LYNDON SHARERAdvisorregistration: current employment
Nov 25, 2024 to presentfactForm ADV
← COLTON KEITH COCKERELLAdvisorregistration: current employment
Nov 25, 2024 to presentfactForm ADV
← JULIE MARIE ENDICOTTAdvisorregistration: current employment
Sep 11, 2023 to presentfactForm ADV
← NATHAN CHAD WOODAdvisorregistration: current employment
Oct 12, 2022 to presentfactForm ADV
← JOSEPH PELL BARTMESSAdvisorregistration: current employment
Sep 29, 2022 to presentfactForm ADV
← MATTHEW JAMES BOSTWICKAdvisorregistration: current employment
Jul 22, 2021 to presentfactForm ADV
← MICHAEL DAVID HODGSONAdvisorregistration: current employment
Jul 19, 2021 to presentfactForm ADV
← ZACHARY CLAYTON PHILLIPSAdvisorregistration: current employment
Jan 25, 2021 to presentfactForm ADV
← ROBERT JACKSON STEWARTAdvisorregistration: current employment
Oct 26, 2020 to presentfactForm ADV
← ERIC J SALEAdvisorregistration: current employment
Dec 27, 2018 to presentfactForm ADV
← RALPH ALTON WOODAdvisorregistration: current employment
Aug 14, 2017 to presentfactForm ADV
← NATHAN LOUIS BAUMANNAdvisorregistration: current employment
Jul 26, 2012 to presentfactForm ADV
← RYAN J VANDERZWARTAdvisorregistration: current employment
Sep 27, 2006 to presentfactForm ADV

Moved with (1)

← NEXT FINANCIAL GROUP, INC.Registered adviser2 advisors, team lift out, same day
Mar 3, 2017 to Jan 1, 2025factForm ADV

Controls (2)

← VANDERZWART, RYAN, JOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 20, 2012 to Nov 27, 2024factForm ADV
← BAUMANN, NATHAN, LOUISOwnerVICE PRESIDENT, ownership code C, individual
Mar 20, 2012 to Nov 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 26, 2024
Team lift-out
2 advisors left Next Financial Group, Inc. (Friendswood, TX) for Lvz, Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 27, 2020
Regulatory AUM changed
Lvz, Inc. reported RAUM $662.2M, up 30% from $509.9M (2020-01-17 to 2020-03-27)
Form ADVobserved 4 days ago
$152M
Occurred
Jan 17, 2020
Control person left
Phillip James Lorence (President) no longer on Schedule A of Lvz, Inc. (listed 2019-08-20, absent 2020-01-17)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2018
Regulatory AUM changed
Lvz, Inc. reported RAUM $523.2M, up 25% from $417.6M (2017-03-30 to 2018-03-23)
Form ADVobserved 4 days ago
$106M

Show 1 bookkeeping events

Occurred
Mar 31, 2022
Lvz, Inc. reported 8 offices beyond its principal office, up from 0 (2021-12-22 to 2022-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a9f6dc1-fd5f-4588-34e2-e6f6fdda0563
First observed: Mar 20, 2012
Last observed: Sep 16, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LVZ, INC.

CRD 124228

HOLLAND, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a9f6dc1-fd5f-4588-34e2-e6f6fdda0563

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN J VANDERZWART

Certified Financial Planner

HOLLAND, MI

yes

NATHAN LOUIS BAUMANN

Certified Financial Planner

HOLLAND, MI

yes

RALPH ALTON WOOD

Chartered Financial Consultant

Grand Rapids, MI

ERIC J SALE

Chartered Financial Consultant

Holland, MI

yes

ROBERT JACKSON STEWART

n/a

Cordele, GA

ZACHARY CLAYTON PHILLIPS

n/a

Stockbridge, GA | Clarkesville, GA

MICHAEL DAVID HODGSON

n/a

Rock Hill, NY | Columbus, OH | Belleair, FL

MATTHEW JAMES BOSTWICK

n/a

Belleair, FL

JOSEPH PELL BARTMESS

n/a

Wildwood, MO

NATHAN CHAD WOOD

Certified Financial Planner

Grand Rapids, MI

n/a

JULIE MARIE ENDICOTT

n/a

Green Lake, WI | Bartlett, TN

TIMOTHY LYNDON SHARER

n/a

Friendswood, TX

COLTON KEITH COCKERELL

n/a

Friendswood, TX

JULIE MAE DEVISSER

n/a

Holland, MI

JOSHUA J BERGSMA

n/a

Holland, MI

n/a

JOSHUA ANDREW FRANKEN

n/a

Holland, MI

WILLIAM KLEIN HERWEYER

n/a

Holland, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUMANN, NATHAN, LOUIS

VICE PRESIDENT

yes

01/2011

Mar 25, 2026

VANDERZWART, RYAN, J

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2000

Mar 25, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LVZ CONSULTING

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Okemos

United States

Friendswood

United States

Belleair

United States

Clarkesville

United States

Cordele

United States

Stockbridge

United States

ANN ARBOR

United States

GRAND RAPIDS

United States

Litchfield

United States

Columbus

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.1B

n/a

2024

Mar 26, 2025

$969M

n/a

2023

Feb 29, 2024

$875M

$853M

n/a

2022

Mar 31, 2023

$808M

$787M

n/a

2021

Mar 31, 2022

$918M

$909M

n/a

2020

Mar 31, 2021

$775M

$755M

n/a

2019

Mar 27, 2020

$662M

n/a

2018

Mar 26, 2019

$510M

n/a

2017

Mar 23, 2018

$523M

n/a

2016

Mar 30, 2017

$418M

n/a

2015

Mar 7, 2016

$358M

n/a

2014

Mar 27, 2015

$331M

n/a

2013

Mar 18, 2014

$300M

n/a

2012

Mar 15, 2013

$233M

n/a

2011

Mar 20, 2012

$183M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$969M

16.1%

$808M

11.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEXT FINANCIAL GROUP, INC.

Nov 26, 2024

Nov 25, 2024

FRIENDSWOOD, TX

Team lift out

Ibd to RIA

0.7%

NEXT FINANCIAL GROUP, INC.

Mar 3, 2017

Jan 1, 2025

HOLLAND, MI

Team lift out

Other

0.6%