Luther Forest Wealth Advisors, L.L.C.
● SEC registered since 2007CRD 142714SEC# 801-67506Malta, NY
Reg. AUM
$98.6M
Employees
3
Accounts
471
Location
Malta, NY
Luther Forest Wealth Advisors, L.L.C. assets under management
Luther Forest Wealth Advisors, L.L.C. operates as an SEC-registered investment adviser based in Malta, NY. The firm has been registered since 2007. It reports $98.6 million in regulatory assets under management and employs 3 people.
Luther Forest Wealth Advisors, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Richard Roback Jr. | Managing Member, Chief Compliance Officer | Over 75% | 2025 |
| Timothy William Pehl Control | Member | 5-10% | 2025 |
Frequently asked questions
How much does Luther Forest Wealth Advisors, L.L.C. manage?
Luther Forest Wealth Advisors, L.L.C. reports $98.6 million in regulatory assets under management on its Form ADV.
How many employees does Luther Forest Wealth Advisors, L.L.C. have?
Luther Forest Wealth Advisors, L.L.C. reports 3 employees.
Where is Luther Forest Wealth Advisors, L.L.C. located?
Luther Forest Wealth Advisors, L.L.C. is based in Malta, NY and has been SEC-registered since 2007.
Does Luther Forest Wealth Advisors, L.L.C. disclose fund performance?
Luther Forest Wealth Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2715 Route 9, Suite 101, Malta, NY 12020 |
| Phone | 518-899-5904 |
| Fax | 518-899-4974 |
| Office hours | 8:30 To 4:30 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$98.6M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$98.6Mregulatory AUM
Discretionary $97.3MNon-discretionary $1.3M