RIA Intel›Advisers›Massachusetts›LURIE DAVIS WEALTH MANAGEMENT LLC

LURIE DAVIS WEALTH MANAGEMENT LLC

Advisory

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MA, NY

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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