{"url":"https://nivawealth.com/firms/pps-and-v-asset-management-consultants-110491","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110491","regulatoryAum":253685075,"crd":"110491","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6497195","suffix":null,"lastName":"FRANTZ","firstName":"KAYLA","middleName":"JOY"},{"crd":"1077704","suffix":null,"lastName":"VLIEK","firstName":"ROBERT","middleName":"BRUCE"},{"crd":"4475459","suffix":null,"lastName":"VLIEK","firstName":"RYAN","middleName":"JOHN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2020-12-17","regulatoryAum":159541373,"clients":272,"employees":4,"offices":1},{"filedOn":"2021-12-15","regulatoryAum":184003331,"clients":271,"employees":4,"offices":1},{"filedOn":"2022-12-15","regulatoryAum":158353314,"clients":271,"employees":4,"offices":1},{"filedOn":"2023-12-19","regulatoryAum":189114658,"clients":265,"employees":4,"offices":1},{"filedOn":"2024-12-16","regulatoryAum":228030487,"clients":259,"employees":4,"offices":1},{"filedOn":"2025-12-15","regulatoryAum":253685075,"clients":247,"employees":4,"offices":1}],"secFileNumber":"801-40057","legalName":"PPS 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They include 189 individual clients and 58 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 December 2025","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PPS & V Asset Management Consultants offer?","answer":"PPS & V Asset Management Consultants provides portfolio management for individuals and small businesses and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does PPS & V Asset Management Consultants charge?","answer":"PPS & V Asset Management Consultants charges 0.50%–1.00% a year for its Investment advisory fees. The fee is billed in advance and is negotiable.","source":"2025 ANNUAL UPDATING AMENDMENT, filed 15 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does PPS & V Asset Management Consultants have?","answer":"PPS & V Asset Management Consultants has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does PPS & V Asset Management Consultants invest in?","answer":"At the end of its last fiscal year, PPS & V Asset Management Consultants’ separately managed accounts held 75% exchange-traded equities, 13% U.S. government and agency bonds, 6% cash and equivalents and 6% other. The 6% other category is described as: Certificates of Deposit.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns PPS & V Asset Management Consultants?","answer":"PPS & V Asset Management Consultants’ direct owners are Ryan Vliek (10% to 25%) and Robert Vliek (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 December 2025","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PPS & V Asset Management Consultants get paid?","answer":"PPS & V Asset Management Consultants is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is PPS & V Asset Management Consultants registered with the SEC?","answer":"Yes, PPS & V Asset Management Consultants has been registered with the SEC as an investment adviser since 28 October 1991. Its CRD number is 110491 and its SEC file number is 801-40057.","source":"Form ADV Part 1A, Item 1, filed 15 December 2025; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact PPS & V Asset Management Consultants?","answer":"PPS & V Asset Management Consultants’ main office is at 2750 Old Centre Ave, Suite 100, Portage, MI 49024. Its phone number is 269-321-4444.","source":"Form ADV Part 1A, Item 1.F, filed 15 December 2025","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/pps-and-v-asset-management-consultants-110491/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1936380/000193638026000004/0001936380-26-000004-index.html","totalValue":185300864,"positionCount":39,"top10Share":0.900864293865354,"top10":[{"issuer":"iShares S&P 500 Index","titleOfClass":"CORE S&P 500 ETF","cusip":"464287200","value":49959191,"shares":66711,"shareType":"SH","priorValue":44859844,"priorShares":68676},{"issuer":"Invesco QQQ Trust","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":36727543,"shares":49874,"shareType":"SH","priorValue":29872786,"priorShares":51756},{"issuer":"Schwab US Large Cap Growth","titleOfClass":"US LCAP GR 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}