LF WEALTH ADVISORS

SPRINGFIELD, MO

816-392-4085

SEC #801-110626

Total AUM

$57.3M

Employees

Clients

273

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

3800 S. FREMONT AVENUE
SPRINGFIELD
MO 65804
United States

Operating Hours

8:00 A.M. - 5:00 P.M.
Monday - Friday

Phone

816-392-4085

Other Offices

Financials

Total AUM

$57.3M

Accounts

226

Discretionary

$41.7M

Accounts

178

Non-Discretionary

$15.6M

Accounts

Clients

View more in analytics →

Individual Clients

226

AUM

$57.3M

HNW Individual Clients

AUM

Services

View ADV Part 2 brochures →

Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting

Other Services

QUALIFIED RETIREMENT PLAN SERVICES, ESTATE PLANNING, BUSINESS PLANNING,CONSULTING SERVICES

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

THIRD-PARTY MONEY MANAGER REFERRAL FEES

Compliance

Disclosures

SRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

KSKYMO

Affiliates

View all affiliates →

Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.