# LVZ, INC.

LVZ, INC. of HOLLAND, MI is an SEC-registered investment adviser.

## Registration

- CRD: 124228
- Type: SEC-registered investment adviser
- SEC file number: 801-66772
- Location: 240 SOUTH RIVER AVENUE, HOLLAND, MI, 49423
- Phone: 616-394-4994
- Latest filing: 2026-03-25
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 24
- Accounts: 5,879

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Ryan J Vanderzwart | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Nathan Louis Baumann | VICE PRESIDENT | — |
| LORENCE JAMES PHILLIP | PRESIDENT | — |
| VANDERZWART RYAN J | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BAUMANN NATHAN LOUIS | VICE PRESIDENT | — |
| WARREN MICHAEL NEIL | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124228/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124228/similar
- Related entities: https://search.stillhousedata.com/firm/124228/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124228

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.