Lexington Wealth Management Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Lexington Wealth Management, federally registered in 2005, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 13 advisors. Lexington Wealth Management manages $929.2 million and provides investment advisory services for 397 clients (1:31 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $333,333
Average Client Balance $2,340,494
Hybrid Advisor No
Disciplinary History No
Total AUM $929.2 million
Advisor / Client Ratio 1:31
Headquarters Lexington, MA
SEC Filings Forms and Brochures    (CRD # 135507)
State(s) Registered CA, CT, FL, IL, ME, MA, NH, NJ, NY, RI, TX

Questions & Answers

Get answers about Lexington Wealth Management

Ask a question question_answer