# Lafleur & Godfrey Private Wealth Management

Lafleur & Godfrey Private Wealth Management is a Bank / Wealth / Trust based in Grand Rapids, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Founded:** 1987
- **Assets under management:** $1B+
- **Website:** lafleurgodfrey.com
- **LinkedIn:** https://www.linkedin.com/company/lafleur-godfrey

## Regulatory record

- **CRD number:** 168831
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Founded in 2013 and headquartered in Grand Rapids, Michigan, Lafleur & Godfrey Private Wealth Management operates as a registered investment adviser under the regulatory oversight of the SEC. The firm serves a client base composed primarily of individuals and small businesses, delivering discretionary asset management alongside wealth and retirement planning services. Its Midwestern footprint places it in a region dense with privately held manufacturing and family-owned enterprises, though the firm operates as a generalist wealth manager rather than a niche industry specialist. The firm's investment posture centers on portfolio construction and ongoing discretionary management for retail and high-net-worth clients. Its advisory services encompass financial planning, retirement income strategies, and asset allocation across traditional public-market instruments. The geographic concentration remains Michigan and the broader Great Lakes region. Team size and total assets under management are not publicly disclosed by the firm. Regulatory filings as a state-registered or SEC-registered investment adviser would contain limited headcount data, but no recent public reporting confirms current staffing levels or client-asset totals. The firm maintains a single Grand Rapids location with no additional offices identified. No adjacent philanthropic foundations, club memberships, or operating-business spinouts are associated with Lafleur & Godfrey in public records. This architecture, common among regional wealth managers, centers succession risk and key-person dependency as inherent governance considerations.

## Questions

### What regulatory disclosures or disciplinary history does the firm have?

As a registered investment adviser, Lafleur & Godfrey's regulatory record — including any disciplinary events, arbitration claims, or material disclosures — is publicly available through the SEC's Investment Adviser Public Disclosure website. A direct check of that record is recommended for any diligence process. No adverse events are noted here because the firm's current Form ADV has not been reviewed as part of this profile.

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Updated: 2026-08-11T02:43:31.692Z

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