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L&l Partners Wealth Management, LLC

● SEC registered since 2017CRD 140077SEC# 801-111661Suffern, NY
Export (members)
Reg. AUM
$70.5M
Employees
2
Accounts
153
Location
Suffern, NY

L&l Partners Wealth Management, LLC assets under management

L&l Partners Wealth Management, LLC is an investment advisory firm registered with the SEC based in Suffern, NY. The firm has been registered since 2017. It reports $70.5 million in regulatory assets under management and employs 2 people.

L&l Partners Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alberto Giovanni Libertini ControlManaging Member50-75%2006
Dagan Alexander Lacorte ControlManaging Member/Chief Compliance Officer50-75%2006

Frequently asked questions

How much does L&l Partners Wealth Management, LLC manage?

L&l Partners Wealth Management, LLC reports $70.5 million in regulatory assets under management on its Form ADV.

How many employees does L&l Partners Wealth Management, LLC have?

L&l Partners Wealth Management, LLC reports 2 employees.

Where is L&l Partners Wealth Management, LLC located?

L&l Partners Wealth Management, LLC is based in Suffern, NY and has been SEC-registered since 2017.

Does L&l Partners Wealth Management, LLC disclose fund performance?

L&l Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address74 Lafayette Avenue, Suite 101, Suffern, NY 10901
Phone845-368-1103
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$66.5M
Non-discretionary$4M
Total (RAUM)$70.5M