CRD: 168831
Lafleur & Godfrey Private Wealth Management
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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