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LUTZ FINANCIAL
Legal name: LUTZ FINANCIAL SERVICES, LLC
CRD 117273File 801-62093
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.19B
Top 25% of cohort (national)
Discretionary AUM
$2.83B
Non-discretionary $352.5M
Clients
1,031
2,689 accounts
Employees
23
Top 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 4, 2003
- Principal office
- 13616 CALIFORNIA STREET, SUITE 300, OMAHA, NE, 68154-5336
- Phone
- 402-827-2300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.19B
- Discretionary AUM
- $2.83B
- Non-discretionary AUM
- $352.5M
- Discretionary accounts
- 2,462
- Non-discretionary accounts
- 227
- Total accounts
- 2,689
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $31.5M |
| Charitable organizations | Fewer than 5 | $29.6M |
| High net worth individuals | 420 | $2.20B |
| Pension and profit sharing plans | 171 | $789.3M |
| Individuals (other than high net worth individuals) | 425 | $136.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.