LVW ADVISORS, LLC
SEC RegisteredWealth management for a changing world.
About the firm
LVW Advisors is a Registered Investment Adviser based in Pittsford, NY, with over 30 years of experience serving wealthy individuals, families, and institutions. The firm offers goals-based financial planning and investment management, with $2.4 billion in AUM as of 12/31/25. The senior advisory team averages more than 23 years of experience and serves clients across 32 states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, goals-based investment management, long-term wealth strategy, asset management for institutions and nonprofits, tax planning, and retirement planning. The firm uses an open-source research platform and employs both passive and active management strategies.
Who they serve
Individuals and families with considerable wealth, as well as institutions and nonprofits.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 246 | $87M |
| High Net Worth Individuals | 247 | $1.5B |
| Charitable Organizations | 6 | $6.7M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 1.00% |
| Next $15,000,000 | 0.50% |
| Next $25,000,000 | 0.40% |
| Above $50,000,000 | 0.30% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LVW ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched