Overview
Assets Under Management: $230 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
LWEALTH, 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 #152253), LWEALTH, LLC is subject to fiduciary duty under federal law.
LWEALTH, LLC is headquartered in DALLAS, TX.
LWEALTH, LLC serves 87 high-net-worth clients according to their SEC filing dated April 10, 2024. View client details ↓
According to their SEC Form ADV, LWEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LWEALTH, LLC manages $230 million in client assets according to their SEC filing dated April 10, 2024.
According to their SEC Form ADV, LWEALTH, 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: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,267
Discretionary Accounts: 1,264
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 152253
Last Filing Date: 2024-04-10 00:00:00
Website: https://leapwealth.com