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MANAGED WEALTH ADVISORS
LENTZ, JAMES ROBERT
CRD 152710
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$37.3M
Discretionary AUM
$37.3M
Team
2 total employees; 2 advisory reps; 39 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.9M |
| High net worth individuals | 18 | $33.4M |
All web addresses on file
Official SEC filing: View on IAPD