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LVW ADVISORS, LLC
CRD 159403File 801-72830
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.47B
Top 25% of cohort (national)
Discretionary AUM
$1.90B
Non-discretionary $575.3M
Clients
519
2,625 accounts
Employees
19
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 28, 2011
- Principal office
- 67B MONROE AVENUE, PITTSFORD, NY, 14534
- Phone
- 585-267-4900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.47B
- Discretionary AUM
- $1.90B
- Non-discretionary AUM
- $575.3M
- Discretionary accounts
- 2,397
- Non-discretionary accounts
- 228
- Total accounts
- 2,625
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $620.7M |
| Charitable organizations | 9 | $232.6M |
| High net worth individuals | 247 | $1.53B |
| Pension and profit sharing plans | 6 | $6.7M |
| Individuals (other than high net worth individuals) | 246 | $86.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- Yes
- 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.