LTS WEALTH MANAGEMENT

Overview

LTS Wealth Management is a very small, owner-managed independent registered investment adviser organized as an LLC that provides financial planning and portfolio management for individuals and small businesses. The firm charges a mix of AUM-based fees and hourly billing and runs advisory programs focused on capital preservation and income generation rather than growth equity strategies. LTS is not positioned as a multi-state adviser, pension consultant, or capital allocator; it does not report an active ESG investing stance. Given the firm’s scale, its model relies on third-party managers and custodial infrastructure rather than in-house platform investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices