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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Financial Advisor
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | 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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