JVL Wealth Strategies Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1994

Year Founded

  • Professionals
  • 6

Professionals

  • AUM

JVL Wealth Strategies General Information

Description

JVL Wealth Strategies is a wealth management firm based in Wyoming, Michigan. Established in 1994, it helps clients achieve their financial goals by offering a variety of services, including financial planning, investment advisory, and wealth management. The assets of the firm are managed by the executive management team.

Contact Information

Website
jvlwealth.com
Year Founded
1994
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Senior Wealth Advisor
Email
na
Phone
+1 (616)
Corporate Office
  • 1657 Gezon Parkway South-West
  • Suite C
  • Wyoming, MI 49519
  • United States
+1 (616)

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JVL Wealth Strategies Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

JVL Wealth Strategies Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

JVL Wealth Strategies FAQs

  • When was JVL Wealth Strategies founded?

    JVL Wealth Strategies was founded in 1994.

  • Where is JVL Wealth Strategies headquartered?

    JVL Wealth Strategies is headquartered in Wyoming, MI.

  • How many Assets Under Management (AUM) does JVL Wealth Strategies have?

    JVL Wealth Strategies has in assets under management.

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