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| Keyboard |
| Lwealth LLC
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|---|---|
| CRD # | 152253 |
| SEC # | 801-112978 |
| CIK # | |
| AUM | 305.5 M (2026-04-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 214-420-7441 |
| Address | 6301 Gaston Ave Dallas, TX 75214 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 57.8 |
| (b) Individuals (high net worth individuals) | 128 | 247.8 |
| (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 | 1,190 | 305.5 |
| By Discretionary | ||
| Discretionary | 1,189 | 305.3 |
| Non-Discretionary | 1 | 0.2 |
| Total | 1,190 | 305.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.5 | |
| Total | 1,190 | 305.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hendershott Wealth Management LLC
✚
|
IN | 305.8 M |
|
Finer Wealth Management Inc
✚
|
MA | 305.8 M |
|
Winans International
✚
|
NV | 305.6 M |
|
Varra Wealth Management LLC
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|
CO | 305.6 M |
|
Joel Adams and Associates Inc
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|
NC | 305.6 M |
|
Victoria Capital Management Inc
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|
SC | 305.5 M |
|
Keeler Thomas Management LLC
✚
|
UT | 305.5 M |
|
Rockwall Wealth Management Inc
✚
|
TX | 305.5 M |
|
Stableford Capital LLC
✚
|
AZ | 305.3 M |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 305.2 M |