# LVZ

LVZ is a RIA based in Holland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Holland, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** $100M - $500M (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/lvzfinancialplanning

## Regulatory record

- **CRD number:** 124228
- **SEC file number:** 801-66772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124228

## About

LVZ, INC. is an SEC-registered investment adviser in HOLLAND, MI, registered since 2006. The firm manages approximately $1.1 billion in regulatory assets. It has 24 employees and 18 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Public Equities

## People

- Louis V. Zucker — Founder

## Questions

### How does LVZ source its private deals?

LVZ relies on a sourcing model anchored to Zucker's legal practice and a longstanding network of regional sponsors and attorneys. Because the firm originated within a law firm, it encounters deal flow through client relationships, settlements, and structured-finance work rather than through broker-dealers or placement agents.

### Does LVZ invest in third-party funds or only direct deals?

The firm overwhelmingly prefers direct, bilaterally negotiated transactions, particularly in private credit and real estate. It is not known to make significant commitments to blind-pool private equity or venture capital funds, a posture that reflects its legal-rooted emphasis on documentation control and fee avoidance.

## Related profiles

- [Gold Coast Advisors](https://altss.com/profile/gold-coast-advisors-llc)
- [The Eastrade Asset Management Corporation](https://altss.com/profile/the-eastrade-asset-management-corporation)

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Last updated: 2026-07-06T01:24:20.601Z

Canonical page: https://altss.com/profile/lvz-inc

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