|
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| Lwealth LLC
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| |
|---|---|
| CRD # | 152253 |
| SEC # | 801-112978 |
| CIK # | |
| AUM | $229.5 MM (2024-02-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 214-420-7441 |
| Address | 8604 Greenville Ave Dallas, TX 75243 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 92.2 |
| (b) Individuals (high net worth individuals) | 54 | 137.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,267 | 229.5 |
| By Discretionary | ||
| Discretionary | 1,264 | 229.1 |
| Non-Discretionary | 3 | 0.5 |
| Total | 1,267 | 229.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.5 | |
| Total | 1,267 | 229.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kemp Financial Management LLC
✚
|
CA | 0.2 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.2 |
|
Berry Wealth Group LP
✚
|
TX | 0.2 |
|
Three Peaks Capital Management LLC
✚
|
CO | 0.2 |
|
Advanced Financial Strategies Inc
✚
|
CA | 0.2 |
|
NorthStar Financial Planning LLC
✚
|
NH | 0.2 |
|
Otter Creek Advisors LLC
✚
|
FL | 0.2 |
|
Moser Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Your Private Client Group Inc
✚
|
CA | 0.2 |
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.2 |