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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lwealth LLC
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| CRD # | 152253 |
| SEC # | 801-112978 |
| CIK # | |
| AUM | $272.5 M (2025-03-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 214-420-7441 |
| Address | 6301 Gaston Ave Dallas, TX 75214 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 76.2 |
| (b) Individuals (high net worth individuals) | 87 | 196.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,146 | 272.5 |
| By Discretionary | ||
| Discretionary | 1,143 | 271.0 |
| Non-Discretionary | 3 | 1.4 |
| Total | 1,146 | 272.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.5 | |
| Total | 1,146 | 272.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breen Wealth Management LLC
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|
CA | 0.3 |
|
Copley Financial Group Inc
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|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
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WA | 0.3 |
|
Bay Rivers Group Inc
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VA | 0.3 |
|
Michael A Dubis Financial Planning LLC
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WI | 0.3 |
|
Schamberger Greylak & Utterback Wealth Management LLC
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|
WI | 0.3 |
|
Future Finances Inc
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|
OH | 0.3 |
|
GHE LLC
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|
TN | 0.3 |
|
Access Financial Group Inc
✚
|
IL | 0.3 |
|
TKG Advisors LLC
✚
|
IN | 0.3 |