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L.D. LOWE WEALTH ADVISORY, INC.

Doing business as LD LOWE WEALTH ADVISORY. SEC Form ADV profile.

Total regulatory AUM
$118,813,315
Discretionary
$118,813,315
Non-discretionary
$0

Firm details

CRD number
136596
SEC file number
801-64775
Main office
RICHARDSON, TX, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.