LBI Wealth Management


Trust Score 91%
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Last updated: August 6th, 2019. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $32,740,825
Hybrid Advisor No
Disciplinary History No
Total AUM $589.3 million
Advisor / Client Ratio 1:18
Headquarters
SEC Filings Forms and Brochures    (CRD # 155641)
State(s) Registered


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