| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Reed Wagner Control | Senior Partner And Principal | Under 5% | 2023 |
| Joseph Patrick Zappia Control | Principal And Chief Compliance Officer | Under 5% | 2014 |
| Lori Ann Van Dusen Control | Chief Executive Officer | Under 5% | 2011 |
Lvw Advisors, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Lvw Advisors, LLC reports 21 employees.
Lvw Advisors, LLC is based in Pittsford, NY and has been SEC-registered since 2011.
Lvw Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 67b Monroe Avenue, Pittsford, NY 14534 |
| Phone | 585-267-4900 |
| Fax | 585-504-4599 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1576053 |
| Discloses disciplinary history | No |
| Discretionary | $1.78B |
| Non-discretionary | $502M |
| Total (RAUM) | $2.28B |