Lawley Retirement Advisors, LLC
● SEC registered since 2016CRD 282786SEC# 801-107260Buffalo, NY
Reg. AUM
$2.13B
Employees
12
Accounts
178
Location
Buffalo, NY
Lawley Retirement Advisors, LLC assets under management
Lawley Retirement Advisors, LLC operates as an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2016. It reports $2.1 billion in regulatory assets under management and employs 12 people.
Lawley Retirement Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Rehak Control | Managing Member, Managing Director, And Chief Compliance Officer | Under 5% | 2016 |
| Lawley Parent, LLC Control | Owner | Over 75% | 2016 |
| Todd Michael Tevens Control | Managing Director | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Lawley Retirement Advisors, LLC manage?
Lawley Retirement Advisors, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Lawley Retirement Advisors, LLC have?
Lawley Retirement Advisors, LLC reports 12 employees.
Where is Lawley Retirement Advisors, LLC located?
Lawley Retirement Advisors, LLC is based in Buffalo, NY and has been SEC-registered since 2016.
Does Lawley Retirement Advisors, LLC disclose fund performance?
Lawley Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 361 Delaware Avenue, Buffalo, NY 14202 |
| Phone | 716-849-8219 |
| Fax | 716-849-8245 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.13B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$2.13Bregulatory AUM
Discretionary $98.1MNon-discretionary $2.03B