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LUTHER FOREST WEALTH ADVISORS, L.L.C.
CRD 142714 · SEC 801-67506
2715 ROUTE 9, SUITE 101, MALTA, NY, 12020, United States
Phone
518-899-5904
Fax
518-899-4974
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.6M
Discretionary AUM
$97.3M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $38.9M |
| High net worth individuals | 28 | $58.4M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD