Lotusgroup Advisors
Lotusgroup Advisors is an SEC-registered wealth manager in Denver, CO with $286.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Lotusgroup Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143379, SEC 801-111051, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $286.0M (2026-06-10)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 10
- Clients
- 186
- CRD
- 143379
- Ownership
- MARTORELLO, RAPHAEL, ANDRE; COHEN, AMANDA, NICOLE; PIRNACK, NICHOLAS, STEWART; SETH, ANDLEIB; SCHLEMEYER, STEPHANIE, LAURA
How much AUM does Lotusgroup Advisors have?
Lotusgroup Advisors reported $286.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Lotusgroup Advisors?
Disclosed owners and executives of Lotusgroup Advisors include MARTORELLO, RAPHAEL, ANDRE, COHEN, AMANDA, NICOLE, PIRNACK, NICHOLAS, STEWART, SETH, ANDLEIB, SCHLEMEYER, STEPHANIE, LAURA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.