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LI WEALTH MANAGEMENT INC
CRD 331924
1 HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747, United States
Phone
516-444-3377
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$235K
Discretionary AUM
$235K
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $235K |
Official SEC filing: View on IAPD