Lawrence Wealth Management

Overview

Lawrence Wealth Management is an independent registered investment adviser structured as a limited liability company and SEC-registered since 2016. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory work centers on fee-based portfolio management and comprehensive financial planning, with an added emphasis on client education through seminars and workshops. Investment activity is weighted toward publicly traded pooled vehicles—mutual funds make up the single largest slice of client assets—while the firm operates predominantly on a discretionary basis. Lawrence Wealth Management does not identify itself as an active ESG investor and does not list pension consulting or large-scale capital allocation to third-party alternative fund managers as part of its core practice. Custody and execution are handled through Charles Schwab & Co., Inc.

Assets & Accounts

Investments & Alternatives

Location & Offices