Lvw Advisors, LLC
● SEC registered since 2011CRD 159403SEC# 801-72830Pittsford, NY
Reg. AUM
$2.47B
Employees
19
Accounts
2,625
Location
Pittsford, NY
Lvw Advisors, LLC assets under management
Lvw Advisors, LLC is a registered investment adviser overseen by the SEC based in Pittsford, NY. The firm has been registered since 2011. It reports $2.5 billion in regulatory assets under management and employs 19 people.
Lvw Advisors, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Reed Wagner Control | Senior Partner And Principal | Under 5% | 2023 |
| Joseph Patrick Zappia Control | Principal And Chief Compliance Officer | Under 5% | 2014 |
| Lori Ann Van Dusen Control | Chief Executive Officer | Under 5% | 2011 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lvw Advisors, LLC manage?
Lvw Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Lvw Advisors, LLC have?
Lvw Advisors, LLC reports 19 employees.
Where is Lvw Advisors, LLC located?
Lvw Advisors, LLC is based in Pittsford, NY and has been SEC-registered since 2011.
Does Lvw Advisors, LLC disclose fund performance?
Lvw Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 67b Monroe Avenue, Pittsford, NY 14534 |
| Phone | 585-267-4900 |
| Fax | 585-504-4599 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1576053 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.47B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.47Bregulatory AUM
Discretionary $1.9BNon-discretionary $575.3M