Lgg Financial
Lgg Financial is an SEC-registered wealth manager in Bethesda, MD with $563.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Lgg Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305002, SEC 801-117324, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $563.9M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Bethesda, MD
- Employees
- 3
- Clients
- 250
- CRD
- 305002
- Ownership
- GREENLEIGH, DAVID, MICHAEL; LUTS, BRIAN, CRAIG; GREENLEIGH, DAVID MICHAEL; LUTS, BRIAN CRAIG
How much AUM does Lgg Financial have?
Lgg Financial reported $563.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Lgg Financial?
Disclosed owners and executives of Lgg Financial include GREENLEIGH, DAVID, MICHAEL, LUTS, BRIAN, CRAIG, GREENLEIGH, DAVID MICHAEL, LUTS, BRIAN CRAIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.