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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-17-2006
- Office Locations
- 11
Office Locations
About LVZ, Inc.
LVZ, Inc. is a boutique investment manager providing active, direct-market-access portfolio management alongside comprehensive planning support (tax and estate, cash flow, insurance, retirement). The team positions itself as a dedicated “back office,” overseeing portfolios in real time to free advisors to focus on their clients. Works with major custodians including Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 13, 2025 and March 25, 2026, reported AUM increased 16.1%, from $969.2M to $1.1B.
Across 5 reported observations, AUM increased 22.6% between November 29, 2022 and March 25, 2026, from $917.5M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 18 advisory representatives and 2,475 clients, or 137.5 clients per representative. That equates to $454.6K in reported AUM per client.
The profile lists 11 reported office locations and 20 years in operation. The source data was last updated on March 25, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full LVZ, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN J VANDERZWART
Chief Compliance Officer, President
- CRD
- #2621911
- Ownership
- 50% but less than 75%
NATHAN LOUIS BAUMANN
VICE PRESIDENT
- CRD
- #5409584
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JOSEPH PELL BARTMESS
Investment Advisor Representative
- CRD
- #2073071
JOSHUA J BERGSMA
--
- CRD
- #7697767
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,125,231,000 | $191,398 |
| Non-Discretionary | $0 | -- |
| Total | $1,125,231,000 | $191,398 |
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Separately Managed Accounts
SMA allocation detail is available
LVZ, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
LVZ, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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