Long Run Wealth Advisors, LLC
CRD 311415SEC# 801-119953Lake Placid, NY
No longer SEC-registered. Long Run Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$514.2M
Employees
7
Accounts
2,062
Location
Lake Placid, NY
Long Run Wealth Advisors, LLC assets under management
Long Run Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Lake Placid, NY. It reports $514.2 million in regulatory assets under management and employs 7 people.
Long Run Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Michael Brady Control | Member, Partner, Financial Advisor | Under 5% | 2015 |
| Lynn Marie Magnus Control | Chief Compliance Officer, Member, Partner, Financial Advisor | Under 5% | 2022 |
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2025 |
Frequently asked questions
How much does Long Run Wealth Advisors, LLC manage?
Long Run Wealth Advisors, LLC reports $514.2 million in regulatory assets under management on its Form ADV.
How many employees does Long Run Wealth Advisors, LLC have?
Long Run Wealth Advisors, LLC reports 7 employees.
Where is Long Run Wealth Advisors, LLC located?
Long Run Wealth Advisors, LLC is based in Lake Placid, NY.
Does Long Run Wealth Advisors, LLC disclose fund performance?
Long Run Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Barn Road, Suite 206, Lake Placid, NY 12946 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$514.2MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$514.2Mregulatory AUM
Discretionary $472.8MNon-discretionary $41.5M