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Luther Forest Wealth Advisors, L.L.C.

● SEC registered since 2007CRD 142714SEC# 801-67506Malta, NY
Export (members)
Reg. AUM
$83.6M
Employees
2
Accounts
441
Location
Malta, NY

Luther Forest Wealth Advisors, L.L.C. assets under management

Luther Forest Wealth Advisors, L.L.C. operates as an SEC-registered investment adviser based in Malta, NY. The firm has been registered since 2007. It reports $83.6 million in regulatory assets under management and employs 2 people.
www.lutherforestwealthadvisors.comView on SEC.gov ↗

Luther Forest Wealth Advisors, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Robert Richard Roback Jr.Member, Chief Compliance Officer5-10%2013
Timothy William Pehl ControlManaging MemberOver 75%2006

Frequently asked questions

How much does Luther Forest Wealth Advisors, L.L.C. manage?

Luther Forest Wealth Advisors, L.L.C. reports $83.6 million in regulatory assets under management on its Form ADV.

How many employees does Luther Forest Wealth Advisors, L.L.C. have?

Luther Forest Wealth Advisors, L.L.C. reports 2 employees.

Where is Luther Forest Wealth Advisors, L.L.C. located?

Luther Forest Wealth Advisors, L.L.C. is based in Malta, NY and has been SEC-registered since 2007.

Does Luther Forest Wealth Advisors, L.L.C. disclose fund performance?

Luther Forest Wealth Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2715 Route 9, Suite 101, Malta, NY 12020
Phone518-899-5904
Fax518-899-4974
Office hours8:30 To 4:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$83.6M
Non-discretionary$53K
Total (RAUM)$83.6M