Wealth manager, independent · Grand Rapids, MI
Lafleur & Godfrey Private Wealth Management
Lafleur & Godfrey LLC · SEC-registered investment adviser · CRD 168831 · SEC 801-78536
At a glance
Lafleur & Godfrey Private Wealth Management is an SEC-registered investment adviser based in Grand Rapids, Michigan, with $1.0B in regulatory assets under management as of its Form ADV filed July 9, 2026. It reports 479 individual clients, 319 of them high-net-worth, holding an average of about $2.0 million each, and 7 employees. That ranks it 1087th among the nation’s 5,657 independent wealth management RIAs and 33rd of 178 in Michigan. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 616-942-1580lafleurgodfrey.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,087 of 5,657
- Rank among all SEC RIAs
- #5,329 of 17,210
- Rank in Michigan
- #33 of 178
- Individual clients
- 479
- High-net-worth clients
- 319
- Accounts
- 853
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Daniel S. VantimmerenCo-President/cfo
- John K. KoczaraCo-President & Secretary
- John W. DiceCOO, CCO
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 319 | $910M | 90% |
| Individuals | 160 | $53M | 5% |
| Charitable organizations | 10 | $32M | 3% |
| Pension and profit sharing plans | 8 | $22M | 2% |
| Corporations or other businesses | 1 | $0M | <1% |
Disciplinary disclosures
Lafleur & Godfrey Private Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗lafleurgodfrey.com ↗
AtlasMembers
The full record on Lafleur & Godfrey Private Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Isto Advisors, LLCTroy | $1.1B | 358 |
| William Mack & Associates IncTroy | $1.0B | 952 |
| Asset Allocation Strategies, LLCFarmington | $1.0B | 4,363 |
Background
Questions
How much does Lafleur & Godfrey Private Wealth Management manage?
Lafleur & Godfrey Private Wealth Management reports $1.0B in regulatory assets under management across 853 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 9, 2026.
How many clients does Lafleur & Godfrey Private Wealth Management have?
It reports 479 individual clients: 319 high-net-worth individuals and 160 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Lafleur & Godfrey Private Wealth Management headquartered?
Its main office is in Grand Rapids, Michigan. It reports 2 offices in total and 7 employees, 6 of whom perform investment advisory functions.
How does Lafleur & Godfrey Private Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Lafleur & Godfrey Private Wealth Management use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 9, 2026, it reports these amounts held: Charles Schwab ($912M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Lafleur & Godfrey Private Wealth Management a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Lafleur & Godfrey Private Wealth Management a fiduciary?
As an SEC-registered investment adviser, Lafleur & Godfrey Private Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Lafleur & Godfrey Private Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →