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LAWRENCE WEALTH MANAGEMENT, LLC
215-540-0896
SEC #801-69175Total AUM
$30M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
215-540-0896
Financials
Total AUM
$30M
Accounts
35Discretionary
$15M
Accounts
14Non-Discretionary
$15M
Accounts
21
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.