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LUTHER FOREST WEALTH ADVISORS, L.L.C.
CRD 142714File 801-67506
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$98.6M
Bottom 25% of cohort (national)
Discretionary AUM
$97.3M
Non-discretionary $1.3M
Clients
214
471 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 9, 2007
- Principal office
- 2715 ROUTE 9, SUITE 101, MALTA, NY, 12020
- Phone
- 518-899-5904
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $98.6M
- Discretionary AUM
- $97.3M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 450
- Non-discretionary accounts
- 21
- Total accounts
- 471
- AUM per client
- $461K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 28 | $58.4M |
| Individuals (other than high net worth individuals) | 186 | $38.9M |
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 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.