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| Happy Holidays!! thanks for using AUM13F!! |
| Lutz Financial Services LLC
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| CRD # | 117273 |
| SEC # | 801-62093 |
| CIK # | 0001737112 |
| AUM | $2.6 B (2025-03-31) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 402-827-2300 |
| Address | 13616 California Street Omaha, NE 68154-5336 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 0.1 |
| (b) Individuals (high net worth individuals) | 411 | 1.9 |
| (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 | 163 | 0.6 |
| (h) Charitable organizations | 4 | 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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,386 | 2.6 |
| By Discretionary | ||
| Discretionary | 2,191 | 2.3 |
| Non-Discretionary | 195 | 0.3 |
| Total | 2,386 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,386 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001737112] |
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