Lowe Wealth Advisors, LLC
CRD 157906SEC# 801-72431Columbia, MD
No longer SEC-registered. Lowe 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
$460.2M
Employees
9
Accounts
1,384
Location
Columbia, MD
Lowe Wealth Advisors, LLC assets under management
Lowe Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Columbia, MD. It reports $460.2 million in regulatory assets under management and employs 9 people.
Lowe Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Alan Williams Control | Chief Investment Officer | Under 5% | 2015 |
| Gregory Alan Lowe Control | Chief Compliance Officer And Vice President | Under 5% | 2011 |
| Harold Alan Lowe Control | President | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Lowe Wealth Advisors, LLC manage?
Lowe Wealth Advisors, LLC reports $460.2 million in regulatory assets under management on its Form ADV.
How many employees does Lowe Wealth Advisors, LLC have?
Lowe Wealth Advisors, LLC reports 9 employees.
Where is Lowe Wealth Advisors, LLC located?
Lowe Wealth Advisors, LLC is based in Columbia, MD.
Does Lowe Wealth Advisors, LLC disclose fund performance?
Lowe 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 | 6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$460.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$460.2Mregulatory AUM
Discretionary $443.1MNon-discretionary $17.1M