Adam Suwyn
JVL Wealth Strategies · Wyoming, Michigan
Adam Suwyn is a fee-only financial advisor at JVL Wealth Strategies in Wyoming, Michigan, who holds the CFP credential. Adam focuses on founders (pre-exit), estate & legacy planning and small business owners. JVL Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Pre-retirees
- Founders
Facts
| Firm | JVL Wealth Strategies |
|---|---|
| Based in | Wyoming, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $784.4M across 974 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6531575 |
| Exams passed | Series 65 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.jvlwealth.com |
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Questions about Adam
Is Adam Suwyn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and JVL Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, JVL Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Suwyn based?
Adam Suwyn is based in Wyoming, Michigan.
What does Adam specialize in?
Adam's specialties include founders (pre-exit), estate & legacy planning, small business owners, equity compensation and tax planning. Adam works with mid-life transitions, divorced individuals, pre-retirees and founders.
What credentials does Adam Suwyn hold?
Adam Suwyn holds the CFP credential.
Is Adam Suwyn registered with the SEC?
Yes. Adam Suwyn is registered as an investment adviser representative in MI (CRD 6531575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JVL Wealth Strategies manage?
JVL Wealth Strategies reports $784.4M across 974 accounts in assets under management.
How do I contact Adam Suwyn?
Through Adam's website, www.jvlwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JVL Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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