LOTUSLAND PROPERTIES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PALM DESERT, California
CRD number
324016
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

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Overview

Lotusland Properties is organized as a corporation that functions primarily as a capital allocator for individual and family clients. The firm’s stated advisory activity is the selection of other advisers, which indicates it sources and places capital with outside managers rather than operating a large in-house investment platform. The firm is owned by an individual and is classified as unclassified in the available records. Several operational details are notable: the firm is not identified as an active ESG investor, it does not indicate multi-state adviser status, and it is not described as a pension consultant or related adviser. Its fee structure is recorded as "Other," and the firm maintains an industry affiliation with an accountant, suggesting bookkeeping or tax-advisory relationships support its client work.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Adam Ochoa

    Chief Compliance OfficerCRD 7653795

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALM DESERT, CA

RIVERSIDE

Location

PALM DESERT, CA

Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
RIVERSIDE
Address
44651 Village Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth