LVW Advisors LLC
Legal Name: LVW ADVISORS, LLC
Other Info
LVW Advisors LLC, a DE Limited Liability Company, has been approved by the U.S. Securities and Exchange Commission since Oct 28, 2011. The firm has a total of 18 employees, with 7 working in advisory roles, but the exact number of clients served is unknown.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Home | LVW Advisors
At LVW Advisors we provide a holistic approach that pairs deep research capabilities and investment management combining into fully integrated wealth management strategies. Learn more on our "Home" page.
Direct Owners
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JOSEPH PATRICK ZAPPIA
PRINCIPAL AND CHIEF COMPLIANCE OFFICER owns less than 5%
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LORI ANN VAN DUSEN
CHIEF EXECUTIVE OFFICER owns less than 5%
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LVW FLYNN, LLC
MEMBER (MANAGER) owns 75% or more
Indirect Owners
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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FOCUS OPERATING, LLC
MEMBER owns 75% or more
Firms Located Nearby
News
Top Holdings
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $35,866k
- VANGUARD INDEX FDS GROWTH ETF $28,775k
- SCHWAB STRATEGIC TR $19,057k
- PIMCO ETF TR $13,353k
- Schwab US Tips ETF (SCHP) $13,331k
- VANGUARD CHARLOTTE FDS $12,564k
- FIRST TR EXCHANGE TRADED FD $9,823k
- Apple Inc $9,140k
- ISHARES TR CORE S&P500 ETF $8,801k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $8,589k