Lawrence Wealth Management

RIAState Registered
Total AUM
$79.2M
Discretionary
$76M
96% of AUM
Avg account
$463K
Accounts
171
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
147228
Registered since
July 28, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.22%
  • Individuals8.74%
  • Corporations / Businesses0.04%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lawrence Wealth Management is an independent, individual-owned advisory firm that serves both individual & family clients and institutional accounts. The firm charges advisory fees as a percentage of assets under management and focuses on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm is state-registered in Colorado and Pennsylvania. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 23%, US Government Bonds 10%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities23%
  • US Government Bonds10%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Richard Lawrence

    Richard Lawrence

    Financial AdvisorCRD 1751936

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth