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LORDS WEALTH

SCHAEFFER, SAMUEL FREDERICK

CRD 302002

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 28 broker-dealer reps

Clients

11-25

Fees

Hourly charges; ONE-TIME PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals24$0
High net worth individuals4$0

All web addresses on file

Official SEC filing: View on IAPD