Van Hulzen Asset Management, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 1,499
- Avg AUM / client
- $1.4M
- Accounts
- 2,938
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,020 | $373M | 17.4% |
| High net worth individuals | 369 | $1.4B | 63.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $225M | 10.5% |
| Pension and profit sharing plans | 36 | $39.3M | 1.83% |
| Charitable organizations | 44 | $45.1M | 2.11% |
| Corporations and other businesses | 29 | $105M | 4.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Dennis Vanhulzen | Founder And Ceo | Jan 2000 (27y) | 50% – 75% | |
| John Roberson Pearce | Managing Director | Jun 2009 (17y) | Less than 5% | |
| Stefanus Ten Brink | Managing Director | Jan 2011 (16y) | Less than 5% | |
| Rhett Augustin Beal | Vice President | Jan 2019 (8y) | Less than 5% | |
| Bradley Robert Nicholson | President | CFP | Jun 2019 (7y) | 10% – 25% |
| Paul Lester Nederveld | Director Of Business Operations And Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Christopher Alan Schreur | Registered representative | Jun 2006 (20y) | ||
| Nicole Zetouna | Registered representative | Sep 2011 (15y) | ||
| Jason Richard Wetsel | Registered representative | Aug 2017 (9y) | ||
| Roshelle Irene Limoncelli | Registered representative | Aug 2017 (9y) | ||
| Jarrod Scott Jacobi | Registered representative | Sep 2017 (9y) | ||
| Sean Stephen Sowers | Registered representative | Nov 2017 (9y) | ||
| Shirley Anne Burrows | Registered representative | Dec 2019 (7y) | ||
| Gretchen Christine Aubrey | Registered representative | Jul 2020 (6y) | ||
| Amber Desiree Adams | Registered representative | May 2021 (5y) | ||
| Brendan Patrick Drake | Registered representative | Aug 2024 (2y) | ||
| Nicholas Donovan Van Hulzen | Registered representative | Jun 2026 (0y) | ||
| Nash Anthony Wylie | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wedbush Capital | Passive | Jul 2011 | A | 25% – 50% |
| Wedbush Family Partners, Llc | Shareholder | Dec 2020 | B | ≈ 6.25% – 25% via Wedbush Capital |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wedbush Family Partners, Llc: 25% – 50% of Wedbush Capital × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (61% of AUM) Mar 2026
- Northern Trust $355M (17% of AUM) Mar 2026
- Fidelity Investments $262M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗