RIA Intel›Advisers›California›4LB INVESTMENTS, LLC

4LB INVESTMENTS, LLC

Advisory

CA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in CA

#4,266

of 5,480 advisers by AUM

Average account

$489K

across 42 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

STRONG FOUNDATION WEALTH MANAGEMENT LLC

$21M

STANFORD PACIFIC FUND MANAGEMENT, LLC

$20M

MONTECITO WEALTH MANAGEMENT LLC

SANTA BARBARA, CA

$21M

$20M

RICHARD LEES CAPITAL MANAGEMENT

$21M

FFR ADVISORY LLC

$21M

Get the full picture on 4LB INVESTMENTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 4LB INVESTMENTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans