RIA Intel›Advisers›Michigan›JDV WEALTH ADVISORS, LLC

JDV WEALTH ADVISORS, LLC

Advisory

MI

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account
$107K
across 57 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$6M
Discretionary %
0%
Clients
40
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$0
Non-Discretionary AUM$6M
Discretionary %0%
Total Clients40
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

LEONARD ASSET MANAGEMENT, INC.
TROY, MI
$6M
+14.6% 1Y
KRAFT CAPITAL, LLC
ANN ARBOR, MI
$6M
MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC
BAY CITY, MI
$6M
USAWORLD CAPITAL LLC
$6M
PERSONAL WEALTH MANAGEMENT, LLC
$6M
RAPIDS FINANCIAL LLC
KENTWOOD, MI
$6M

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