LBI Wealth Management

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Trust Score 91%
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LBI Wealth Management, federally registered in 2011, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 1 advisors. LBI Wealth Management manages $589.3 million and provides investment advisory services for 18 clients (1:18 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor
Avg Advisor Trust Score 0
Avg Advisor Years Registered 0
Minimum Investment $1,000,000
Average Client Balance $32,740,825
Total AUM $589.3 million
Advisor / Client Ratio 1:18
SEC Filings Forms and Brochures    (CRD # 155641)
State(s) Registered

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