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LOWELL WEALTH MANAGEMENT
LUBBOCK, TX
806-747-2644
SEC #801-69460Total AUM
$33.2M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4021 84TH
SUITE 100
LUBBOCK
TX 79423
United States
SUITE 100
LUBBOCK
TX 79423
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
806-747-2644
Financials
Total AUM
$33.2M
Accounts
168Discretionary
$33.2M
Accounts
168Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
TX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.