LVW ADVISORS, LLC

CRD 159403 · SEC 801-72830

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67B MONROE AVENUE, PITTSFORD, NY, 14534, United States

Phone

585-267-4900

Fax

585-504-4599

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.47B

Discretionary AUM

$1.90B

Team

19 total employees; 11 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS

Client types

Type	Clients	AUM
Individuals	246	$86.7M
High net worth individuals	247	$1.53B
Pension/profit sharing plans	6	$6.7M
Charitable organizations	9	$232.6M
Corporations/business entities	11	$620.7M

States served

AZ, CA, CO, GA, IL, MA, NJ, NY, NC, PA, SC, TN, WI, WA, TX, CT, FL

All web addresses on file

https://linkedin.com/company/lvw-advisors/
https://twitter.com/focusfinancial
https://www.linkedin.com/company/focus-financial-partners
https://twitter.com/lvwadvisors
https://lvwadvisors.com
https://focusfinancialpartners.com/

Official SEC filing: View on IAPD