Ld Lowe Wealth Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Richardson, TX. Its latest Form ADV filing, dated March 30, 2026, reports $119M in regulatory assets under management, 8 employees, and 677 accounts.
Assets Under Management
$119M
Employees
8
Offices
--
Total Clients
264
Primary office
RICHARDSON, TX
1100 EAST CAMPBELL ROAD, SUITE 200, RICHARDSON, TX, United States
Top client segmentIndividuals represent 90.2% of total clients.
Top client categories% of clientsClients
1
Individuals
90.2%
238
2
HNWI
9.8%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of March 30, 2026
Discretionary100.0%
$119M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$119M
Total Accounts677
10Y AUM Change+$2M (+1.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee33:1
10Y Employee Change+2 (+33.3%)
* 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.