Overview
Assets Under Management: $99 million
Headquarters: MALTA, NY
High-Net-Worth Clients: 28
Average Client Assets: $2.1 million
Frequently Asked Questions
LUTHER FOREST WEALTH ADVISORS, L.L.C. 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 #142714), LUTHER FOREST WEALTH ADVISORS, L.L.C. is subject to fiduciary duty under federal law.
LUTHER FOREST WEALTH ADVISORS, L.L.C. is headquartered in MALTA, NY.
LUTHER FOREST WEALTH ADVISORS, L.L.C. serves 28 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, LUTHER FOREST WEALTH ADVISORS, L.L.C. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LUTHER FOREST WEALTH ADVISORS, L.L.C. manages $99 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, LUTHER FOREST WEALTH ADVISORS, L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.25%
Average Client Assets: $2.1 million
Total Client Accounts: 471
Discretionary Accounts: 450
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 142714
Filing ID: 2054863
Last Filing Date: 2026-02-16 10:22:46