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| Keyboard |
| L&L Partners Wealth Management LLC
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|---|---|
| CRD # | 140077 |
| SEC # | 801-111661 |
| CIK # | |
| AUM | 81.8 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-368-1103 |
| Address | 74 Lafayette Avenue, Suite 101 Suffern, NY 10901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 8.9 |
| (b) Individuals (high net worth individuals) | 46 | 54.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.4 |
| (h) Charitable organizations | 1 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 7.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 81.8 |
| By Discretionary | ||
| Discretionary | 162 | 74.0 |
| Non-Discretionary | 3 | 7.8 |
| Total | 165 | 81.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 81.7 | |
| Total | 165 | 81.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Complete Advisors Plus LLC
✚
|
NY | 84.2 M |
|
Western New York Financial Group LLC
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|
NY | 84.1 M |
|
Seven Hills Capital Corp
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|
83.8 M | |
|
VITA Planning Group LLC
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WA | 83.7 M |
|
Double Duty Money Management LLC
✚
|
NY | 83.7 M |
|
Ralph Parks Investment Group LLC
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|
NY | 82.9 M |
|
Nollenberger McCullough Investment Advisors LLC
✚
|
CA | 81.8 M |
|
Hunter Michael Investment Advisors Inc
✚
|
VA | 81.2 M |
|
Aristotle Credit Partners LLC
✚
|
CA | 81.1 M |
|
Nottingham Wealth Partners Inc
✚
|
NY | 80.5 M |