|
⚲
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| LD Lowe Wealth Advisory Inc
✚
|
|
|---|---|
| CRD # | 136596 |
| SEC # | 801-64775 |
| CIK # | |
| AUM | $118.8 M (2026-03-30) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 972-335-2523 |
| Address | 1100 East Campbell Road Richardson, TX 75081 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | LDL Dignity Hospice LP | 2015-07-24 | 0.2 | |
| Other | LDL Wealth Advisory 2015-1 Oil and Gas Limited Partnership | 2015-03-30 | 0.0 | |
| Other | LDL Wealth Advisory 2014-1 Oil and Gas Limited Partnership | 2014-03-11 | 4.5 | |
| Other | LDL Wealth Advisory 2013-1 Oil and Gas Limited Partnership | 2013-09-12 | 3.8 | |
| Other | LDL Wealth Advisory Oil & Gas Limited Partnership | 2013-03-21 | 2.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 74.0 |
| (b) Individuals (high net worth individuals) | 26 | 44.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 118.8 |
| By Discretionary | ||
| Discretionary | 677 | 118.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 677 | 118.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.8 | |
| Total | 677 | 118.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Coach LLC
✚
|
NY | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 | |
|
Sullivan Financial LLC
✚
|
CT | 0.1 |
|
Washington Financial Group Inc
✚
|
MA | 0.1 |
|
Kailix Advisors LLC
✚
|
FL | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
0.1 | |
|
Intellicapital Advisors LLC
✚
|
FL | 0.1 |
|
Savvy Labs Inc
✚
|
NY | 0.1 |
|
Independence Capital Co Inc
✚
|
OH | 0.1 |
|
Shea Brian Michael
✚
|
0.1 |