| Name | Title | Ownership | Since |
|---|---|---|---|
| Molly Renee McCarthy Control | Chief Executive Officer, Chief Financial Officer And Aml Officer | 50-75% | 2019 |
| Taylor Nicole Brewer Control | Chief Operations Officer And Chief Compliance Officer (cco As Of 5/2023) | 50-75% | 2019 |
L.d. Lowe Wealth Advisory, Inc. reports $119.2 million in regulatory assets under management on its Form ADV.
L.d. Lowe Wealth Advisory, Inc. reports 7 employees.
L.d. Lowe Wealth Advisory, Inc. is based in Richardson, TX and has been SEC-registered since 2005.
L.d. Lowe Wealth Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1100 East Campbell Road, Suite 200, Richardson, TX 75081 |
| Phone | 972-335-2523 |
| Fax | 972-335-6335 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $119.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $119.2M |