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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2002
- Office Locations
- 1
Office Locations
About JVL Wealth Strategies
JVL Wealth Strategies is a Michigan-based RIA serving individuals and families with tailored wealth strategies that blend investment management and asset growth with integrated financial, tax, and estate planning. The firm focuses on long-term security through risk management, charitable giving, and multigenerational gifting, and coordinates closely with clients’ other advisors. Custody support includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
GERALD RAY VANDERLUGT
Financial Advisor, PARTNER
- CRD
- #4614339
- Ownership
- 50% but less than 75%
MATTHEW JAY KUNNEN MR.
Certified Financial Planner, PARTNER
- CRD
- #5680816
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Haley Paige DeHaan
--
- CRD
- #7406485
Shane Holcomb
Analyst
- CRD
- #7990373
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $757,838,246 | $791,889 |
| Non-Discretionary | $26,570,277 | $1,562,957 |
| Total | $784,408,523 | $805,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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