JDV Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,073,723
Total clients
40
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$151,843
About
The firm provides portfolio management and written financial planning to individual clients and may recommend alternative investments such as REITs. It manages about $6.07 million on behalf of roughly 40 individual clients and generally requires a $5,000 account minimum, which may be waived.
Investment advice is delivered using individualized asset allocation and Modern Portfolio Theory to create diversified portfolios across mutual funds, ETFs, fixed income and other instruments. The firm primarily offers non‑discretionary management — trades are executed only after obtaining client authorization (typically by telephone) — and it monitors accounts for changes in market conditions and client circumstances.
The firm’s owner is a licensed independent insurance agent who devotes approximately 30 hours per week to insurance activities and may offer insurance products and tax preparation services to clients, which the brochure discloses as potential conflicts of interest. The adviser does not receive soft dollars or recommend third‑party investment advisers, recommends specific custodians (Schwab or Altruist) for accounts it will manage, and does not aggregate or block trades.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Concentrated stock management
Real estate investing
Fee options
Fixed financial planning fee ranging from $500 to $5,000 depending on complexity, negotiable
1.50% annually, calculated and due monthly in advance
$250 per hour for financial planning services, negotiable
Account minimum: $5,000
Main office location
JDV Wealth Advisors, LLC
Goodrich MI, United States
Number of offices
1
Most active in
JDV Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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