RIA Intel›Advisers›Pennsylvania›LOCUS WEALTH MANAGEMENT LLC

LOCUS WEALTH MANAGEMENT LLC

Advisory

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in PA

#1,365

of 1,528 advisers by AUM

Average account

$451K

across 19 accounts

AUM per adviser

$9M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$9M

Discretionary %

100%

Clients

—

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$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

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

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

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Advisers of similar size in PA

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

EDWARD L. OSTROM, JR.

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+5.5% 1Y

GREEN DRAKE ADVISORS LLC

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$8M

TARGETED FINANCIAL PLANNING LLC

$8M

STRUCTURED PORTFOLIO SOLUTIONS, LLC

$8M

PARK LANE FINANCIAL GROUP LLC

WEST PITTSTON, PA

$9M

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