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Building 2LOWE WEALTH ADVISORS, LLC

Map pinCOLUMBIA, MD
Phone443-766-7160
NotebookSEC #801-72431
Total AUM
$460.2M
Employees
9
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6230 OLD DOBBIN LANE
SUITE 170
COLUMBIA
MD 21045
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
443-766-7160
Other Offices
5

ReceiptFinancials

Total AUM
$460.2M
Accounts
1,384
Discretionary
$443.1M
Accounts
1,315
Non-Discretionary
$17.1M
Accounts
69

ContactClients

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Individual Clients
251
AUM
$83.4M
HNW Individual Clients
164
AUM
$371.6M
Charitable Organization Clients
1
AUM
$5.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCPATXVA

HandshakeAffiliates

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

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