Lutz Financial Services, LLC
● SEC registered since 2003CRD 117273SEC# 801-62093Omaha, NE
Reg. AUM
$3.19B
Employees
22
Accounts
2,689
Location
Omaha, NE
Lutz Financial Services, LLC assets under management
Lutz Financial Services, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2003. It reports $3.2 billion in regulatory assets under management and employs 22 people.
Lutz Financial Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ectart, LLC Control | Member | 50-75% | 2001 |
| James Paul Boulay Control | Managing Member & Chief Compliance Officer | 10-25% | 2001 |
| Joshua R Jenkins | Chief Investment Officer And Principal | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Lutz Financial Services, LLC manage?
Lutz Financial Services, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Lutz Financial Services, LLC have?
Lutz Financial Services, LLC reports 22 employees.
Where is Lutz Financial Services, LLC located?
Lutz Financial Services, LLC is based in Omaha, NE and has been SEC-registered since 2003.
Does Lutz Financial Services, LLC disclose fund performance?
Lutz Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13616 California Street, Suite 300, Omaha, NE 68154-5336 |
| Phone | 402-827-2300 |
| Fax | 402-827-2319 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1737112 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.19B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$3.19Bregulatory AUM
Discretionary $2.83BNon-discretionary $352.5M