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| Lowe Wealth Advisors LLC
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| |
|---|---|
| CRD # | 157906 |
| SEC # | 801-72431 |
| CIK # | 0001574010 |
| AUM | $403.5 MM (2024-03-29) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 443-766-7160 |
| Address | 6230 Old Dobbin Lane Columbia, MD 21045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 8.5 | ||
| IAU | 7.3 | ||
| MSFT | 1,918,222.4 | 1.2 | |
| MKC | 23,279.8 | 1.0 | |
| AAPL | 2,382,844.0 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 102.6 |
| (b) Individuals (high net worth individuals) | 128 | 295.6 |
| (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 | 5.3 |
| (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 | 1,313 | 403.5 |
| By Discretionary | ||
| Discretionary | 1,246 | 388.1 |
| Non-Discretionary | 67 | 15.4 |
| Total | 1,313 | 403.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.5 | |
| Total | 1,313 | 403.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001574010] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.4 |
|
Access Wealth Planning LLC
✚
|
NJ | 0.4 |
|
Priebe Wealth Holdings LLC
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|
MN | 0.4 |
|
Global Trust Asset Management LLC
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|
FL | 0.4 |
|
Argent Wealth LLC
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|
MS | 0.4 |
|
Fiduciary Advisors LLC
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|
UT | 0.4 |
|
Strengthening Families & Communities LLC
✚
|
MA | 0.4 |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 0.4 |
|
Second Line Capital LLC
✚
|
LA | 0.4 |
|
Aviso Wealth Management
✚
|
WA | 0.4 |