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L&L PARTNERS WEALTH MANAGEMENT, LLC
CRD 140077 · SEC 801-111661
74 LAFAYETTE AVENUE, SUITE 101, SUFFERN, NY, 10901, United States
Phone
845-368-1103
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$81.8M
Discretionary AUM
$74.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.9M |
| High net worth individuals | 46 | $54.2M |
| Pension/profit sharing plans | 1 | $5.4M |
| Charitable organizations | 1 | $5.4M |
| Other investment advisers | 1 | $7.9M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD