RIA Intel›Advisers›Delaware›LOFTUS WEALTH STRATEGIES LLC

LOFTUS WEALTH STRATEGIES LLC

Advisory

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

Average account

$319K

across 179 accounts

AUM per adviser

$57M

1 advisers

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

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$57M

Discretionary AUM$51M

Non-Discretionary AUM$6M

Discretionary %89.3%

Total Clients124

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, FL, PA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

124 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

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

FIRETHORN CAPITAL, LLC

$57M

FINANCE WISDOM LLC

$58M

CLASSIC FINANCIAL & INVESTMENT SERVICES, INC.

$59M

-10.5% 1Y

PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC

$56M

ROBINSON GLOBAL INVESTMENT MANAGEMENT LLC

$59M

AXIS POINT CAPITAL, LLC

$55M

Get the full picture on LOFTUS WEALTH STRATEGIES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LOFTUS WEALTH STRATEGIES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans