Luther Wealth Management

Overview

Luther Wealth Management is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a narrow client base of individuals and families, charging fees as a percentage of assets under management and delivering discretionary portfolio management alongside financial planning and educational workshops. Its stated activity mix centers on direct portfolio management for individuals and small businesses rather than institutional or pension consulting work. Luther Wealth Management does not present itself as an active ESG investor and is not structured as a multi-state adviser. Investment behavior shows a clear tilt toward public equities. The firm’s asset mix and custody patterns indicate a preference for exchange-traded instruments, with equities forming the dominant portion of client portfolios. Given the small scale of operations and the use of Interactive Brokers as custodian, the firm appears to run a compact, execution-focused practice that emphasizes liquid market exposures and fee-based advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices