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Building 2LAWRENCE WEALTH MANAGEMENT

Map pin
Phone215-540-0896
NotebookSEC #801-108160
Total AUM
$32M
Employees
1
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
215-540-0896
Other Offices
2

ReceiptFinancials

Total AUM
$32M
Accounts
195
Discretionary
$29M
Accounts
131
Non-Discretionary
$3M
Accounts
64

ContactClients

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Individual Clients
40
AUM
$30M
HNW Individual Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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