Ld Lowe Wealth Advisory
Ld Lowe Wealth Advisory is an SEC-registered mass-market adviser in Richardson, TX with $118.8M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Ld Lowe Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136596, SEC 801-64775, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $118.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Richardson, TX
- Employees
- 8
- Clients
- 264
- CRD
- 136596
- Ownership
- LOWE, LLOYD, DANIEL; LOWE, LUCINDA, ANN; BONAR, ETHAN, ARROW; Chastant, Lauren; Brewer, Taylor, Nicole
How much AUM does Ld Lowe Wealth Advisory have?
Ld Lowe Wealth Advisory reported $118.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Ld Lowe Wealth Advisory?
Disclosed owners and executives of Ld Lowe Wealth Advisory include LOWE, LLOYD, DANIEL, LOWE, LUCINDA, ANN, BONAR, ETHAN, ARROW, Chastant, Lauren, Brewer, Taylor, Nicole. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.