Lazarus Wealth Management LLC

Overview

Lazarus Wealth Management LLC is an individual-owned advisory firm organized as an LLC that provides portfolio management to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and other fee arrangements, and its advisory work is dominated by discretionary portfolio management. Investment activity skews toward public equities and exchange-traded instruments, with a preference for customized, account-level management (SMAs) and liquid exposures rather than broad allocations to private or illiquid strategies. Lazarus maintains an affiliation with an insurance company, which reinforces the firm’s use of insurance-based products alongside traditional investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices