RIA Intel›Advisers›Maryland›LOWE WEALTH ADVISORS, LLC

LOWE WEALTH ADVISORS, LLC

Advisory

N·COLUMBIA, MD

Data as of Nov 20, 2024 · Source: SEC Form ADV

Total AUM
$460M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.0%
Employees
6
Assets Under Management
Total AUM$460M
Discretionary AUM$443M
Non-Discretionary AUM$17M
Discretionary %96.3%
Total Clients415
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingMay 27, 2011
Latest FilingNov 20, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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