RIA Intel›Advisers›Florida›LVS ADVISORY LLC

LVS ADVISORY LLC

Advisory

FL

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

Rank in FL

#1,962

of 2,610 advisers by AUM

Average account

$544K

across 41 accounts

AUM per adviser

$11M

2 advisers

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

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY, TX

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

41 clients

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

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Advisers of similar size in FL

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

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BATMAN WEALTH MANAGEMENT, LLC

$22M

PROVIDENCE CAPITAL, LC

$22M

TRIUMPH PRIVATE WEALTH LLC

$22M

EMERGENT GLOBAL INVESTMENTS, LLC

CORAL GABLES, FL

$23M

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