RIA Intel›Advisers›New York›L&L PARTNERS WEALTH MANAGEMENT, LLC

L&L PARTNERS WEALTH MANAGEMENT, LLC

Advisory

N·SUFFERN, NY

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$82M

1-Year AUM Growth

+6.9%

3-Year CAGR

-0.3%

Employees

2

Assets Under Management

Total AUM$82M

Discretionary AUM$74M

Non-Discretionary AUM$8M

Discretionary %90.5%

Total Clients73

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingAug 11, 2017

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on L&L PARTNERS WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.