LD LOWE WEALTH ADVISORY
  • LD LOWE WEALTH ADVISORY
  • L.D. LOWE SENIOR FINANCIAL ADVISORY
  • LD LOWE SR., LLP
  • LD LOWE SR., LLC
  • LD LOWE SR., FINANCIAL ADVISORY
  • LD LOWE SR. WEALTH ADVISORY
  • L.D. LOWE WEALTH ADVISORY, INC.

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/07/2005
ADV Location RICHARDSON, TX, United States
Contact Info 972 xxxxxxx
Websites
AUM* 118,813,315 8%
of that, discretionary 118,813,315 8%
Number of Employees 8 33%
of those in investment advisory functions 2 -60%
Private Fund GAV* 0
Avg Account Size 175,500 5%
% High Net Worth 9.85% 12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

169M 145M 121M 96M 72M 48M 24M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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