RIA Intel›Advisers›Alabama›LBH WEALTH ADVISORS, LLC

LBH WEALTH ADVISORS, LLC

Advisory

AL

Data as of Jan 8, 2025 · Source: SEC Form ADV

Average account
$173K
across 30 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2025.

Total AUM
$5M
Discretionary %
0%
Clients
30
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$5M
Discretionary AUM$0
Non-Discretionary AUM$5M
Discretionary %0%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

CADE WEALTH MANAGEMENT LLC
$5M
EQUIP FINANCIAL PARTNERS, LLC
$4M
LIFEFIRST WEALTH, LLC
HUNTSVILLE, AL
$4M
CLEARPOINT CAPITAL, L.L.C.
FAIRHOPE, AL
$4M
0.0% 1Y
BROL CAPITAL MANAGEMENT, LLC
$4M
BRIGHAM JR, WILLIAM H
MOBILE, AL
$7M

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