Lexington Wealth Management Review


Trust Score 95%
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Last updated: May 21st, 2019. Data source: SEC filings.

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.

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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


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