Overview
Assets Under Management: $82 million
Headquarters: SUFFERN, NY
High-Net-Worth Clients: 46
Average Client Assets: $1.2 million
Frequently Asked Questions
L&L PARTNERS 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 #140077), L&L PARTNERS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
L&L PARTNERS WEALTH MANAGEMENT, LLC is headquartered in SUFFERN, NY.
L&L PARTNERS WEALTH MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, L&L PARTNERS WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
L&L PARTNERS WEALTH MANAGEMENT, LLC manages $82 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, L&L PARTNERS WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.25%
Average Client Assets: $1.2 million
Total Client Accounts: 165
Discretionary Accounts: 162
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 140077
Filing ID: 2072047
Last Filing Date: 2026-03-13 05:29:12