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L&L PARTNERS WEALTH MANAGEMENT, LLC
CRD 140077File 801-111661
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$81.8M
Bottom 25% of cohort (national)
Discretionary AUM
$74.0M
Non-discretionary $7.8M
Clients
77
165 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 8, 2017
- Principal office
- 74 LAFAYETTE AVENUE, SUITE 101, SUFFERN, NY, 10901
- Phone
- 845-368-1103
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $81.8M
- Discretionary AUM
- $74.0M
- Non-discretionary AUM
- $7.8M
- Discretionary accounts
- 162
- Non-discretionary accounts
- 3
- Total accounts
- 165
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.4M |
| Other investment advisers | Fewer than 5 | $7.9M |
| High net worth individuals | 46 | $54.2M |
| Pension and profit sharing plans | Fewer than 5 | $5.4M |
| Individuals (other than high net worth individuals) | 28 | $8.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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.

