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| Lwealth LLC
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|
|---|---|
| CRD # | 152253 |
| SEC # | 801-112978 |
| CIK # | |
| AUM | $203.8 MM (2023-03-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 214-420-7441 |
| Address | 8604 Greenville Ave Dallas, TX 75243 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 95.0 |
| (b) Individuals (high net worth individuals) | 44 | 108.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 203.8 |
| By Discretionary | ||
| Discretionary | 1,010 | 200.1 |
| Non-Discretionary | 9 | 3.7 |
| Total | 1,019 | 203.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.8 | |
| Total | 1,019 | 203.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Financial Planners LLC
✚
|
OR | 0.2 |
|
Stoever Glass Wealth Management Inc
✚
|
NY | 0.2 |
|
Accordant Advisory Group Inc
✚
|
MD | 0.2 |
|
CAFG Wealth Management Inc
✚
|
IL | 0.2 |
|
Langley Wealth Management LLC
✚
|
MS | 0.2 |
|
Marshall Investment Management LLC
✚
|
CO | 0.2 |
|
The Darrow Company Inc
✚
|
MA | 0.2 |
|
Sanctuary Wealth Management LLC
✚
|
ID | 0.2 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.2 |
|
Rooney Capital Management Inc
✚
|
FL | 0.2 |