# PPS & V Asset Management Consultants

PPS & V Asset Management Consultants is a Bank / Wealth / Trust based in Portage, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portage, United States
- **Region:** North America
- **Address:** Portage, MI, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 110491
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-12-15T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110491

## About

PPS & V Asset Management Consultants is registered with the SEC as a small advisory firm based in Portage, Michigan, where it serves a client base of individuals and high-net-worth families. The firm's regulatory filings indicate it provides discretionary portfolio management alongside financial planning and pension consulting services. It operates under a standard fee-based model, charging a percentage of assets under management for its core advisory work. Strategy documentation in regulatory records points to a multi-asset-class approach, offering clients exposure to equities, fixed income, and mutual funds, with investment selection made on a discretionary basis. The firm does not appear to run proprietary funds; instead, it constructs portfolios using third-party vehicles, a common pattern for advisers of this scale. Geographic focus is local, centered on the Kalamazoo-Portage metropolitan area and broader southwest Michigan. Team size and total regulatory assets under management are not publicly disclosed at a granular level, consistent with the firm's exempt reporting status. PPS & V does not maintain a public website or LinkedIn presence, which reinforces its profile as a relationship-driven practice rather than a firm seeking institutional visibility. No adjacent vehicles, philanthropic foundations, or private fund structures are evident in the public record. A structural differentiator for PPS & V is its anchor within a regional community that sits outside the major financial hubs, giving it access to an underserved client base of Midwestern families and small institutions. The absence of a growth-by-aggregation model — no mergers, no platform roll-ups, no multi-office expansion — defines its posture as a stable, single-location fiduciary shop.

## Questions

### How is PPS & V structured as a regulated entity?

PPS & V Asset Management Consultants is registered with the U.S. Securities and Exchange Commission as an investment adviser. Its SEC filings disclose a discretionary advisory model with fee-based compensation. The firm does not operate as a broker-dealer and carries no disclosed disciplinary history in its public record.

### What services does the firm offer beyond portfolio management?

Regulatory filings indicate the firm provides financial planning services and pension consulting alongside its core discretionary portfolio management. These services are typical for an adviser serving individual retirees, small business owners, and local institutional clients in the Michigan market.

## Related profiles

- [PPS Investments](https://altss.com/profile/pps-investments)
- [Prévoir Vie](https://altss.com/profile/pr-voir-vie)

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Last updated: 2026-06-03T20:00:00.000Z

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