LBT Wealth Management, LLC

Overview

LBT Wealth Management, LLC is a small, independent registered investment adviser serving individuals and families, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, indicating a mix of ongoing advisory relationships and project-based planning work. It is not positioned as a capital allocator and does not identify as an active ESG investor. Investment activity is centered on pooled public vehicles—primarily mutual funds—and selective use of commodity exposures as an alternative sleeve. The firm appears to construct client portfolios through third-party fund managers and mutual fund sleeves rather than through extensive direct-stock or ETF holdings, favoring implementations that simplify rebalancing and access institutional or retail fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices