Lawrence Wealth Management
RIAState Registered
Total AUM
$79.2M
Discretionary
$76M
96% of AUM
Avg account
$463K
Accounts
171
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147228
- Registered since
- July 28, 2016
- Website
- lawrencewealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.22%
- Individuals8.74%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lawrence Wealth Management is an independent, individual-owned advisory firm that serves both individual & family clients and institutional accounts. The firm charges advisory fees as a percentage of assets under management and focuses on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm is state-registered in Colorado and Pennsylvania. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities23%
- US Government Bonds10%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Richard Lawrence
Financial AdvisorCRD 1751936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Endeavor Financial Advisors, LLC
RIAAUM $79.2MTEAM 2REPS 1
Fortis Wealth Management
RIABoone, NC
AUM $79.1MTEAM 3REPS 3
PGP Wealth Services, LLC
RIAAUM $79.2MTEAM 1REPS 1
Queenbridge Capital, LLC
RIAPittsford, NY
AUM $79.1MTEAM 3REPS 3
Blue Point Investment Management
RIABaltimore, MD
AUM $79.2MTEAM 1REPS 1
Global Planning Stewards LLC
RIABaton Rouge, LA
AUM $79.2MTEAM 1REPS 1