Overview
Assets Under Management: $589 million
High-Net-Worth Clients: 18
Average Client Assets: $32.6 million
Frequently Asked Questions
LBI WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155641), LBI WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LBI WEALTH MANAGEMENT, LLC serves 18 high-net-worth clients according to their SEC filing dated November 30, 2018. View client details ↓
According to their SEC Form ADV, LBI WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LBI WEALTH MANAGEMENT, LLC manages $589 million in client assets according to their SEC filing dated November 30, 2018.
According to their SEC Form ADV, LBI WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.66%
Average Client Assets: $32.6 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 155641
Filing ID: 1255047
Last Filing Date: 2018-11-30 16:33:00