L.d. Lowe Wealth Advisory, Inc.
● SEC registered since 2005CRD 136596SEC# 801-64775Richardson, TX
Reg. AUM
$118.8M
Employees
8
Accounts
677
Location
Richardson, TX
L.d. Lowe Wealth Advisory, Inc. assets under management
L.d. Lowe Wealth Advisory, Inc. is an SEC-registered investment adviser based in Richardson, TX. The firm has been registered since 2005. It reports $118.8 million in regulatory assets under management and employs 8 people.
L.d. Lowe Wealth Advisory, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Molly Renee McCarthy Control | Chief Executive Officer, Chief Financial Officer And Aml Officer | 50-75% | 2019 |
| Taylor Nicole Brewer Control | Chief Operations Officer And Chief Compliance Officer (cco As Of 5/2023) | 50-75% | 2019 |
Frequently asked questions
How much does L.d. Lowe Wealth Advisory, Inc. manage?
L.d. Lowe Wealth Advisory, Inc. reports $118.8 million in regulatory assets under management on its Form ADV.
How many employees does L.d. Lowe Wealth Advisory, Inc. have?
L.d. Lowe Wealth Advisory, Inc. reports 8 employees.
Where is L.d. Lowe Wealth Advisory, Inc. located?
L.d. Lowe Wealth Advisory, Inc. is based in Richardson, TX and has been SEC-registered since 2005.
Does L.d. Lowe Wealth Advisory, Inc. disclose fund performance?
L.d. Lowe Wealth Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1100 East Campbell Road, Suite 200, Richardson, TX 75081 |
| Phone | 972-335-2523 |
| Fax | 972-335-6335 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$118.8Mregulatory AUM
Discretionary $118.8M