RIA Intel›Advisers›New York›LI WEALTH MANAGEMENT INC

LI WEALTH MANAGEMENT INC

Advisory

MELVILLE, NY

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in NY

#5,665

of 5,722 advisers by AUM

Average account

$10K

across 24 accounts

AUM per adviser

$235K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$235K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$235K

Discretionary AUM$235K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

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

24 clients

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

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