Lountzis Asset Management, LLC
Lountzis Asset Management, LLC is an SEC-registered wealth manager in Wyomissing, PA with $624.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Lountzis Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118923, SEC 801-80715, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $624.1M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Wyomissing, PA
- Employees
- 5
- Clients
- 155
- CRD
- 118923
- Ownership
- LOUNTZIS, APOSTOLOS, JOHN; LOUNTZIS, JOHN, J (NMN); LOUNTZIS, APOSTOLOS PAUL, JOHN
How much AUM does Lountzis Asset Management, LLC have?
Lountzis Asset Management, LLC reported $624.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Lountzis Asset Management, LLC?
Disclosed owners and executives of Lountzis Asset Management, LLC include LOUNTZIS, APOSTOLOS, JOHN, LOUNTZIS, JOHN, J (NMN), LOUNTZIS, APOSTOLOS PAUL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.