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LVW ADVISORS, LLC
CRD 159403File 801-72830
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 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
- Website
- https://lvwadvisors.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2026 | Clients | 495 | 519 | increased by24 |
| Apr 1, 2026 | AUM | $2,281,803,093 | $2,471,874,272 | increased by$190,071,179 |
| Apr 1, 2026 | Accounts | 2,583 | 2,625 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 21 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 429 | 495 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,201,067,267 | $2,281,803,093 | increased by$80,735,826 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,183 | 2,583 | increased by400 |
| Apr 1, 2022 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2022 | Clients | 420 | 429 | increased by9 |
| Apr 1, 2022 | AUM | $2,077,986,442 | $2,201,067,267 | increased by$123,080,825 |
| Apr 1, 2022 | Accounts | 2,008 | 2,183 | increased by175 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LVW ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LVW ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.