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Lowe Wealth Advisors, LLC

CRD 157906SEC# 801-72431Columbia, MD
Export (members)
No longer SEC-registered. Lowe Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$460.2M
Employees
9
Accounts
1,384
Location
Columbia, MD

Lowe Wealth Advisors, LLC assets under management

Lowe Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Columbia, MD. It reports $460.2 million in regulatory assets under management and employs 9 people.

Lowe Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bradley Alan Williams ControlChief Investment OfficerUnder 5%2015
Gregory Alan Lowe ControlChief Compliance Officer And Vice PresidentUnder 5%2011
Harold Alan Lowe ControlPresidentUnder 5%2011
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Frequently asked questions

How much does Lowe Wealth Advisors, LLC manage?

Lowe Wealth Advisors, LLC reports $460.2 million in regulatory assets under management on its Form ADV.

How many employees does Lowe Wealth Advisors, LLC have?

Lowe Wealth Advisors, LLC reports 9 employees.

Where is Lowe Wealth Advisors, LLC located?

Lowe Wealth Advisors, LLC is based in Columbia, MD.

Does Lowe Wealth Advisors, LLC disclose fund performance?

Lowe Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$443.1M
Non-discretionary$17.1M
Total (RAUM)$460.2M