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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CRD 110491

PORTAGE, 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:6eff0475-77b4-df71-c2f0-8bfe2781a54c

Data as of Dec 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2011 to Dec 15, 2025
21 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=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $254MItem 5.F on the latest filing (2025-12-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $246M
Private client RAUM: $240MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $84.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 584
Individual clients: 189
High net worth clients: 58
Custody, client assets: $165M
SEC number: 801-40057
CIK: 1936380
CRD: 110491
Filings on the tape: 21
First filed: Dec 12, 2011
Latest filed: Dec 15, 2025
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 JOHN VLIEK	n/a	PORTAGE, MI	15	20	1	no
ROBERT BRUCE VLIEK	n/a	PORTAGE, MI	15	43	n/a	no
KAYLA JOY FRANTZ	n/a	PORTAGE, MI	6	21	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
VLIEK, ROBERT, BRUCE	Officer	E	yes	01/1992	Feb 27, 2017	Dec 16, 2024
VLIEK, RYAN, JOHN	CHIEF COMPLIANCE OFFICER	B	yes	02/2017	Feb 27, 2017	Dec 16, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Dec 16, 2024	$228M	$222M	4	3	0	n/a	n/a
2023	Dec 19, 2023	$189M	$184M	4	3	0	n/a	n/a
2022	Dec 15, 2022	$158M	$155M	4	3	0	n/a	n/a
2021	Dec 15, 2021	$184M	$179M	4	3	0	n/a	n/a
2020	Dec 17, 2020	$160M	$160M	4	3	0	n/a	n/a
2019	Dec 17, 2019	$142M	$142M	4	3	0	n/a	n/a
2018	Dec 18, 2018	$134M	$134M	4	3	0	n/a	n/a
2017	Dec 20, 2017	$145M	$145M	5	4	0	n/a	n/a
2016	Apr 28, 2017	$151M	$151M	7	5	n/a	n/a	n/a
2015	Jan 4, 2016	$124M	$124M	7	5	n/a	n/a	n/a
2014	Dec 22, 2014	$128M	$128M	7	5	n/a	n/a	n/a
2013	Dec 20, 2013	$121M	$121M	1	1	n/a	n/a	n/a
2012	Dec 18, 2012	$125M	$125M	1	1	n/a	n/a	n/a
2011	Dec 12, 2011	$114M	$114M	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	0	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
2024	$254M	$189M	34.1%	$184M	11.3%	4	4	0	0

Relationships

Registered with (4)

← KAYLA JOY FRANTZAdvisorregistration: current employment
Oct 24, 2019 to presentfactForm ADV
← ROBERT BRUCE VLIEKAdvisorregistration: current employment
Feb 1, 2011 to presentfactForm ADV
← RYAN JOHN VLIEKAdvisorregistration: current employment
Dec 21, 2010 to presentfactForm ADV
← ROBERT JOHN BURCHAdvisorregistration: previous registration
Apr 3, 2014 to May 17, 2019factForm ADV

Controls (2)

← VLIEK, ROBERT, BRUCEOwnerOFFICER, ownership code E, individual
Feb 27, 2017 to Dec 16, 2024factForm ADV
← VLIEK, RYAN, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Feb 27, 2017 to Dec 16, 2024factForm ADV

Dated events

Occurred
May 30, 2019
Control person left
Drew Daniel Schut (Officer) no longer on Schedule A of Pps & V Asset Management Consultants Inc (listed 2018-12-18, absent 2019-05-30)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6eff0475-77b4-df71-c2f0-8bfe2781a54c
First observed: Dec 12, 2011
Last observed: Dec 15, 2025 9 months 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.

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CRD 110491

PORTAGE, 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:6eff0475-77b4-df71-c2f0-8bfe2781a54c

Data as of Dec 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN JOHN VLIEK

n/a

PORTAGE, MI

ROBERT BRUCE VLIEK

n/a

PORTAGE, MI

n/a

KAYLA JOY FRANTZ

n/a

PORTAGE, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VLIEK, ROBERT, BRUCE

Officer

yes

01/1992

Feb 27, 2017

Dec 16, 2024

VLIEK, RYAN, JOHN

CHIEF COMPLIANCE OFFICER

yes

02/2017

Feb 27, 2017

Dec 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Dec 16, 2024

$228M

$222M

n/a

2023

Dec 19, 2023

$189M

$184M

n/a

2022

Dec 15, 2022

$158M

$155M

n/a

2021

Dec 15, 2021

$184M

$179M

n/a

2020

Dec 17, 2020

$160M

n/a

2019

Dec 17, 2019

$142M

n/a

2018

Dec 18, 2018

$134M

n/a

2017

Dec 20, 2017

$145M

n/a

2016

Apr 28, 2017

$151M

n/a

2015

Jan 4, 2016

$124M

n/a

2014

Dec 22, 2014

$128M

n/a

2013

Dec 20, 2013

$121M

n/a

2012

Dec 18, 2012

$125M

n/a

2011

Dec 12, 2011

$114M

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

2024

$254M

$189M

34.1%

$184M

11.3%