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Building 2LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Map pinROCKVILLE, MD
Phone301-770-6300
NotebookSEC #801-46163
Total AUM
$5.7B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 TOWER OAKS BOULEVARD
SUITE 300
ROCKVILLE
MD 20852
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-770-6300

ReceiptFinancials

Total AUM
$5.7B
Accounts
7,010
Discretionary
$693.9M
Accounts
840
Non-Discretionary
$5B
Accounts
6,170

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGAMDNHNYORPATXVAVTWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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