L&L Partners Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Suffern, NY. Its latest Form ADV filing, dated March 13, 2026, reports $82M in regulatory assets under management, 2 employees, and 165 accounts.
Assets Under Management
$82M
Employees
2
Offices
--
Total Clients
77
Primary office
SUFFERN, NY
74 LAFAYETTE AVENUE, SUITE 101, SUFFERN, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.7% of total clients.
Top client categories% of clientsClients
1
HNWI
59.7%
46
2
Individuals
36.4%
28
3
Pension Plans
1.3%
1
4
Charitable
1.3%
1
5
Other Advisers
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$82Mas of March 13, 2026
Discretionary90.5%
$74M
90% of total RAUM90.5%
Non-discretionary9.5%
$8M
10% of total RAUM9.5%
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$82M
Total Accounts165
10Y AUM Change+$37M (+83.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* 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.