Overview
Assets Under Management: $177 million
Headquarters: MANASSAS, VA
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 909
Discretionary Accounts: 909
Regulatory Filings
CRD Number: 173453
Filing ID: 1994729
Last Filing Date: 2025-06-10 10:42:00
Website: https://lwealthmanagement.com