RIA Intel›Advisers›Nebraska›LUTZ FINANCIAL SERVICES, LLC

LUTZ FINANCIAL SERVICES, LLC

Advisory

N·OMAHA, NE

Data as of Jul 7, 2026 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+14.5%

3-Year CAGR

+12.8%

Employees

15

Assets Under Management

Total AUM$3.2B

Discretionary AUM$2.8B

Non-Discretionary AUM$352M

Discretionary %88.9%

Total Clients881

Team

Total Employees15

Investment Advisers23

Employee Growth (1Y)+10.0%

Filing History

Total Filings on Record55

First FilingMay 22, 2003

Latest FilingJul 7, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LUTZ FINANCIAL SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.