Lawrence Wealth Management

Trust Score 85%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Lawrence Wealth Management, federally registered in 2016, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 1 advisors. Lawrence Wealth Management manages $32.0 million and provides investment advisory services for 42 clients (1:42 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $761,904
Hybrid Advisor No
Disciplinary History No
Total AUM $32.0 million
Advisor / Client Ratio 1:42
SEC Filings Forms and Brochures    (CRD # 147228)
State(s) Registered CO, PA

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