Lwealth, LLC
● SEC registered since 2018CRD 152253SEC# 801-112978Dallas, TX
Reg. AUM
$305.5M
Employees
5
Accounts
1,190
Location
Dallas, TX
Lwealth, LLC assets under management
Lwealth, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2018. It reports $305.5 million in regulatory assets under management and employs 5 people.
Lwealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Allen Leap Control | Member | 50-75% | 2009 |
| Trey Kenyon Taylor Control | Managing Member/Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Lwealth, LLC manage?
Lwealth, LLC reports $305.5 million in regulatory assets under management on its Form ADV.
How many employees does Lwealth, LLC have?
Lwealth, LLC reports 5 employees.
Where is Lwealth, LLC located?
Lwealth, LLC is based in Dallas, TX and has been SEC-registered since 2018.
Does Lwealth, LLC disclose fund performance?
Lwealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6301 Gaston Ave, Suite 205, Dallas, TX 75214 |
| Phone | 214-420-7441 |
| Fax | 214-420-7443 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$305.5Mregulatory AUM
Discretionary $305.3MNon-discretionary $203K