Overview
Assets Under Management: $1.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 316
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 316
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,214
Discretionary Accounts: 3,209
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 136214
Filing ID: 1988665
Last Filing Date: 2025-05-09 14:01:00
Website: https://lvwm.com