Luther Forest Wealth Advisors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Malta, NY. Its latest Form ADV filing, dated February 16, 2026, reports $99M in regulatory assets under management, 3 employees, and 471 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
186
2
HNWI
13.1%
28
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$99Mas of February 16, 2026
Discretionary98.7%
$97M
99% of total RAUM98.7%
Non-discretionary1.3%
$1M
1% of total RAUM1.3%
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$99M
Total Accounts471
10Y AUM Change+$49M (+100.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
10Y Employee Change+1 (+50.0%)
* 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.