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| LVW Advisors LLC
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| CRD # | 159403 |
| SEC # | 801-72830 |
| CIK # | 0001576053 |
| AUM | 2,471.9 M (2026-03-24) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 585-267-4900 |
| Address | 67B Monroe Avenue Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.5 | ||
| Nvidia Corp | 25.6 | ||
| Alphabet Inc | 14.8 | ||
| Alphabet Inc | 13.6 | ||
| Microsoft Corp | 13.4 | ||
| Amazon Com Inc | 13.2 | ||
| J P Morgan Chase & Co | 10.3 | ||
| Broadcom Inc | 8.8 | ||
| Micron Technology Inc | 8.6 | ||
| Visa Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 0.1 |
| (b) Individuals (high net worth individuals) | 247 | 1.5 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 9 | 0.2 |
| (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 | 11 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,625 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,397 | 1.9 |
| Non-Discretionary | 228 | 0.6 |
| Total | 2,625 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,625 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001576053] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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