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| Keyboard |
| Lutz Financial Services LLC
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|---|---|
| CRD # | 117273 |
| SEC # | 801-62093 |
| CIK # | 0001737112 |
| AUM | 3,187.2 M (2026-03-22) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 402-827-2300 |
| Address | 13616 California Street Omaha, NE 68154-5336 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 0.1 |
| (b) Individuals (high net worth individuals) | 420 | 2.2 |
| (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 | 171 | 0.8 |
| (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 | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,689 | 3.2 |
| By Discretionary | ||
| Discretionary | 2,462 | 2.8 |
| Non-Discretionary | 227 | 0.4 |
| Total | 2,689 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 2,689 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001737112] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 13 |
| Serves | Institutional, Retail |
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