L&l Partners Wealth Management, LLC
● SEC registered since 2017CRD 140077SEC# 801-111661Suffern, NY
Reg. AUM
$81.8M
Employees
2
Accounts
165
Location
Suffern, NY
L&l Partners Wealth Management, LLC assets under management
L&l Partners Wealth Management, LLC is an investment advisory firm registered with the SEC based in Suffern, NY. The firm has been registered since 2017. It reports $81.8 million in regulatory assets under management and employs 2 people.
L&l Partners Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alberto Giovanni Libertini Control | Managing Member | 50-75% | 2006 |
| Dagan Alexander Lacorte Control | Managing Member/Chief Compliance Officer | 50-75% | 2006 |
Frequently asked questions
How much does L&l Partners Wealth Management, LLC manage?
L&l Partners Wealth Management, LLC reports $81.8 million in regulatory assets under management on its Form ADV.
How many employees does L&l Partners Wealth Management, LLC have?
L&l Partners Wealth Management, LLC reports 2 employees.
Where is L&l Partners Wealth Management, LLC located?
L&l Partners Wealth Management, LLC is based in Suffern, NY and has been SEC-registered since 2017.
Does L&l Partners Wealth Management, LLC disclose fund performance?
L&l Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 74 Lafayette Avenue, Suite 101, Suffern, NY 10901 |
| Phone | 845-368-1103 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$81.8M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$81.8Mregulatory AUM
Discretionary $74MNon-discretionary $7.8M