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LD LOWE WEALTH ADVISORY

L.D. LOWE WEALTH ADVISORY, INC.

CRD 136596 · SEC 801-64775

Visit website

1100 EAST CAMPBELL ROAD, SUITE 200, RICHARDSON, TX, 75081, United States

Phone

972-335-2523

Fax

972-335-6335

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.8M

Discretionary AUM

$118.8M

Team

8 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingCONSULTING

Client types

TypeClientsAUM
Individuals238$74.0M
High net worth individuals26$44.8M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD