Luther Forest Wealth Advisors, L.l.c.
Luther Forest Wealth Advisors, L.l.c. is an SEC-registered mass-market adviser in Malta, NY with $98.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Luther Forest Wealth Advisors, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142714, SEC 801-67506, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $98.6M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- Malta, NY
- Employees
- 3
- Clients
- 214
- CRD
- 142714
- Ownership
- PEHL, TIMOTHY, WILLIAM; KUMLANDER, DANIEL, ROBERT; HAY, KENNETH, EDWARD; ROBACK JR., ROBERT, RICHARD; ROBACK, SR., ROBERT, RICHARD
How much AUM does Luther Forest Wealth Advisors, L.l.c. have?
Luther Forest Wealth Advisors, L.l.c. reported $98.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Luther Forest Wealth Advisors, L.l.c.?
Disclosed owners and executives of Luther Forest Wealth Advisors, L.l.c. include PEHL, TIMOTHY, WILLIAM, KUMLANDER, DANIEL, ROBERT, HAY, KENNETH, EDWARD, ROBACK JR., ROBERT, RICHARD, ROBACK, SR., ROBERT, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.