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LENTZ ADVISORS
LENTZ WEALTH ADVISORS, LLC
CRD 335553
5110 SW 91ST DRIVE, SUITE A, GAINESVILLE, FL, 32608, United States
Phone
352-375-5283
Fax
352-225-7081
Registration
— (—)
Source
State registered
Total AUM
$40.4M
Discretionary AUM
$40.4M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.2M |
| High net worth individuals | 26 | $32.2M |
All web addresses on file
Official SEC filing: View on IAPD