The LF WEALTH ADVISORS is a privately held investment adviser that advises $931.84mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LF WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,527.39% over the last 5-years.
The Group has been registered with the SEC for 9.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 4745 W. 136TH STREET, LEAWOOD, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 41 employees comprised of 31 investment and 10 non-investment staff. The total number of Employees increased by 925% over the last 5-years.
Their $931.84mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 33 other accounts. Assets of High Net Worth Individuals clients own $450.52mn or 48.35% of Total Assets and Pension and Profit Sharing Plans-Private own $239.88mn or 25.74% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
LF WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.