LBH Wealth Advisors

Overview

Lbh Wealth Advisors operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily focuses on providing financial planning and portfolio management services to individuals and small businesses. With a client base that includes both individuals and families, Lbh Wealth Advisors employs a fee structure that incorporates a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm does not engage in capital allocation or serve as a pension consultant, nor does it have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices