J.A. Lawrence Wealth Management

Overview

J.A. Lawrence Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which aligns with its use of insurance products in client solutions. The firm charges fees using a mix of AUM-based percentages, fixed fees, and commissions. The practice does not position itself as a capital allocator or related adviser and does not identify as an active ESG investor. It is an established adviser rather than a newly formed firm and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices