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LD LOWE WEALTH ADVISORY
Legal name: L.D. LOWE WEALTH ADVISORY, INC.
CRD 136596File 801-64775
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$118.8M
Bottom 25% of cohort (national)
Discretionary AUM
$118.8M
Clients
264
677 accounts
Employees
8
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 7, 2005
- Principal office
- 1100 EAST CAMPBELL ROAD, SUITE 200, RICHARDSON, TX, 75081
- Phone
- 972-335-2523
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $118.8M
- Discretionary AUM
- $118.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 677
- Non-discretionary accounts
- 0
- Total accounts
- 677
- AUM per client
- $450K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $44.8M |
| Individuals (other than high net worth individuals) | 238 | $74.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.