LVW ADVISORS, LLC

RIASEC RegisteredEst. 2011

Total AUM

$2.5B

Discretionary

$1.9B

77% of AUM

Avg account

$942K

Accounts

2,625

Employees

Advisory reps

Firm details

Headquarters: PITTSFORD, New York
CRD number: 159403
Registered since: October 28, 2011
Website: lvwadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI61.7%
Corporations / Businesses25.11%
Charitable Organizations9.41%
Individuals3.51%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

LVW Advisors, LLC is an independent registered investment adviser that runs a multi-strategy wealth and institutional advisory business with a clear tilt toward equities. The firm has been SEC-registered since 2011 and positions itself as a capital allocator for both individual/family and institutional clients. Investment activity shows a preference for exchange-traded equities as the primary portfolio building block, supplemented by active stock positions and third-party alternative managers. LVW operates with a mix of percentage-of-AUM and fixed-fee arrangements and also distributes insurance and other financial products as part of its client solutions. The firm does not integrate ESG screening as a core policy and is not organized as a multi-state adviser. Advisory offerings include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of sub‑advisers. LVW has been recognized in industry listings, including coverage by FA Magazine and Forbes in recent years.