Lutz Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 22, 2026, reports $3.2B in regulatory assets under management, 22 employees, 1 office, and 2,689 accounts.
Assets Under Management
$3.2B
Employees
22
Offices
1 office
Total Clients
1,031
Primary office
OMAHA, NE
13616 CALIFORNIA STREET, SUITE 300, OMAHA, NE, United States
Top client segmentIndividuals represent 41.2% of total clients.
Top client categories% of clientsClients
1
Individuals
41.2%
425
2
HNWI
40.7%
420
3
Pension Plans
16.6%
171
4
Corporations
1.5%
15
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 22, 2026
Discretionary88.9%
$2.8B
89% of total RAUM88.9%
Non-discretionary11.1%
$352M
11% of total RAUM11.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts2,689
10Y AUM Change+$2.5B (+357.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee47:1
10Y Employee Change+11 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.