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LAHOUD & ASSOCIATES LLC

Advisory

MA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in MA
#1,524
of 1,590 advisers by AUM
Average account
$223K
across 12 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

DLC WEALTH MANAGEMENT LLC
$3M
LAKEVIEW FINANCIAL PLANNING, INC.
$3M
CIP CAPITAL MANAGEMENT, LLC
CAMBRIDGE, MA
$3M
JETA GROVE, LLC
BOSTON, MA
$3M
-66.1% 1Y
INGENIQ LLC
BEDFORD, MA
$3M
EAST RIVER CAPITAL MANAGEMENT LLC
PITTSFIELD, MA
$2M

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