Lvz, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 2,473
- Avg AUM / client
- $455K
- Accounts
- 5,879
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,312 | $829M | 73.7% |
| High net worth individuals | 126 | $257M | 22.9% |
| Pension and profit sharing plans | 14 | $21.3M | 1.89% |
| Charitable organizations | 9 | $2.7M | 0.24% |
| Corporations and other businesses | 12 | $15.0M | 1.34% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan J Vanderzwart | President/Chief Compliance Officer | CFP | Jan 2000 (27y) | 50% – 75% |
| Nathan Louis Baumann | Vice President | CFP | Jan 2011 (16y) | 25% – 50% |
| Ralph Alton Wood | Registered representative | Chartered Financial Consultant | Aug 2017 (9y) | |
| Eric J Sale | Registered representative | Chartered Financial Consultant | Dec 2018 (8y) | |
| Robert Jackson Stewart | Registered representative | Oct 2020 (6y) | ||
| Zachary Clayton Phillips | Registered representative | Jan 2021 (6y) | ||
| Michael David Hodgson | Registered representative | Jul 2021 (5y) | ||
| Matthew James Bostwick | Registered representative | Jul 2021 (5y) | ||
| Joseph Pell Bartmess | Registered representative | Sep 2022 (4y) | ||
| Nathan Chad Wood | Registered representative | CFP | Oct 2022 (4y) | |
| Julie Marie Endicott | Registered representative | Sep 2023 (3y) | ||
| Colton Keith Cockerell | Registered representative | Nov 2024 (2y) | ||
| Timothy Lyndon Sharer | Registered representative | Nov 2024 (2y) | ||
| Julie Mae Devisser | Registered representative | Jan 2025 (2y) | ||
| Joshua J Bergsma | Registered representative | Feb 2025 (2y) | ||
| Joshua Andrew Franken | Registered representative | May 2025 (1y) | ||
| William Klein Herweyer | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $841M (75% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗