Lvw Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 24, 2026, reports $2.5B in regulatory assets under management, 19 employees, 2 offices, and 2,625 accounts.
Top client segmentHNWI represent 47.6% of total clients.
Top client categories% of clientsClients
1
HNWI
47.6%
247
2
Individuals
47.4%
246
3
Corporations
2.1%
11
4
Charitable
1.7%
9
5
Pension Plans
1.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 24, 2026
Discretionary76.7%
$1.9B
77% of total RAUM76.7%
Non-discretionary23.3%
$575M
23% of total RAUM23.3%
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$2.5B
Total Accounts2,625
10Y AUM Change+$767M (+45.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee27:1
10Y Employee Change+1 (+5.6%)
* 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.