RIA Intel›Advisers›Florida›LENTZ WEALTH ADVISORS, LLC

LENTZ WEALTH ADVISORS, LLC

Advisory

GAINESVILLE, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL
#1,707
of 2,610 advisers by AUM
Average account
$374K
across 108 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$40M
Discretionary %
100%
Clients
47
Employees
2

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$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

OMKARA CAPITAL LLC
$40M
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MIAMI, FL
$40M
CONCIERGE FINANCIAL ADVISOR LLC
$40M
FPC SERVICES, INCORPORATED
TAMPA, FL
$40M
+48.8% 1Y
HARDER MANAGEMENT COMPANY, INC.
$41M
-1.8% 1Y
CAMERONDOWNING, INC.
MIAMI, FL
$41M

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