RIA IntelAdvisersArizonaLTC WEALTH MANAGEMENT, LLC

LTC WEALTH MANAGEMENT, LLC

Advisory

AZ

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$182K
across 17 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

AGNEW CAPITAL MANAGEMENT LLC
$3M
OELZE, MELVIN KURT
$3M
P3 FINANCIAL MANAGEMENT, LLC
$3M
TAURUS FINANCIAL CORP
PHOENIX, AZ
$3M
-94.0% 1Y
TOP FUND MANAGEMENT INC
MESA, AZ
$3M
-48.4% 1Y
PERSONAL BENEFITS PLANNING LLC
PHOENIX, AZ
$3M

Get the full picture on LTC WEALTH MANAGEMENT, LLC

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

Create a free account →See plans