Taylor Brewer is a control person of L.D. Lowe Wealth Advisory and directly owns between 50% and 75% of it.
L.D. Lowe Wealth Advisory is an investment adviser based in Richardson, TX, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $119 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6632339
- Firm
- L.D. Lowe Wealth Advisory · CRD 136596
- Role
- Chief Operations Officer and Chief Compliance Officer (CCO As of 5/2023)
- In role since
- December 2019 · 6 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Richardson, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Taylor Brewer work?
Taylor Brewer has been Chief Operations Officer and Chief Compliance Officer (CCO As of 5/2023) of L.D. Lowe Wealth Advisory, Inc. since December 2019, and is a control person of the firm.
How can I verify Taylor Brewer’s record?
Taylor Brewer’s role is listed on L.D. Lowe Wealth Advisory, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 136596.