Lwealth LLC


Assets, Funds, Holdings

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Lwealth LLC
CRD #152253
SEC #801-112978
AUM $143.0 MM (98% Disc, 100% US, 2020-03-31)
Employees4 (100% Investors, 0% Brokers)
Address8604 Greenville Ave
Dallas, TX 75243
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Fortis Asset Management Inc
CO 0.1
Experiential Wealth Inc
VA 0.1
Callahan Financial Planning Company
NE 0.1
MIG Capital Management LLC
NJ 0.1
Terra Nova Asset Management LLC
NY 0.1
Groesbeck Investment Management Corp
NJ 0.1
Ratio Wealth Group LLC
CO 0.1
Tandem Wealth Advisors LLC
AZ 0.1
James River Asset Management LLC
VA 0.1
Meadowbrook Investment Advisors LLC
MI 0.1
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