RIA Intel›Advisers›Texas›LAZARUS WEALTH MANAGEMENT LLC

LAZARUS WEALTH MANAGEMENT LLC

Advisory

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

Rank in TX

#1,738

of 2,813 advisers by AUM

Average account

$227K

across 225 accounts

AUM per adviser

$51M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$51M

Discretionary %

80.4%

Clients

225

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$51M

Discretionary AUM$41M

Non-Discretionary AUM$10M

Discretionary %80.4%

Total Clients225

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

225 clients

11 high-net-worth

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

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Advisers of similar size in TX

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

TREATY OAK CAPITAL MANAGEMENT, L.P.

AUSTIN, TX

$51M

-54.4% 1Y

FINANCIAL EDGE

$51M

0.0% 1Y

DEAN WEALTH MANAGEMENT, LLC

LINDALE, TX

$51M

MAJESTIC OAK FINANCIAL, LLC

$51M

FAMILY LEGACY ADVISORS INC

DALLAS, TX

$51M

0.0% 1Y

STEVEN KENT NEWMYER

HOUSTON, TX

$51M

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