CRD: 168831
Lafleur & Godfrey Private Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2013
- Office Locations
- 1
Office Locations
About Lafleur & Godfrey Private Wealth Management
LaFleur & Godfrey Private Wealth Management is a Grand Rapids, MI RIA providing personalized wealth and asset management and financial planning, designing diversified portfolios intentionally aligned with client values and legacy goals. Public filings indicate a strong ETF tilt complemented by fixed income, with custody relationships including Charles Schwab.
Reported data analysis
What the numbers show
Between November 4, 2025 and July 9, 2026, reported AUM increased 9.6%, from $927.4M to $1.0B.
Across 5 reported observations, AUM increased 12.1% between November 1, 2022 and July 9, 2026, from $906.9M to $1.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 498 clients, or 83 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lafleur & Godfrey Private Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN WILLIAM DICE
Chief Compliance Officer, Chief Operating Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
JOHN KENNETH KOCZARA
Co-President, Investment Advisor, Secretary
- CRD
- #2193291
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ZACHARY THOMAS FALCONER
Senior Private Wealth Advisor
- CRD
- #6530776
SAHANA MADHANAGOPAL
Investment Advisor
- CRD
- #7694502
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,016,437,853 | $1,191,604 |
| Non-Discretionary | $0 | -- |
| Total | $1,016,437,853 | $1,191,604 |
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Separately Managed Accounts
SMA allocation detail is available
Lafleur & Godfrey Private Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lafleur & Godfrey Private Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.