{"url":"https://nivawealth.com/firms/lvw-advisors-159403","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159403","regulatoryAum":2471874272,"crd":"159403","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4947117","suffix":null,"lastName":"ADAMS","firstName":"ABIGAIL","middleName":"L"},{"crd":"7839412","suffix":null,"lastName":"Bell","firstName":"Allison","middleName":null},{"crd":"5415969","suffix":null,"lastName":"RAYMONDA","firstName":"JACKLYN","middleName":"Marie"},{"crd":"5665940","suffix":null,"lastName":"Van Buren","firstName":"Christopher","middleName":null},{"crd":"1556941","suffix":null,"lastName":"VAN DUSEN","firstName":"LORI","middleName":"ANN"},{"crd":"2521644","suffix":"JR","lastName":"VAN 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They include 247 high-net-worth individuals, 246 individual clients, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LVW Advisors offer?","answer":"LVW Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LVW Advisors charge?","answer":"LVW Advisors charges 0.30%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"LVW ADVISORS, LLC FORM ADV PART 2 BROCHURE, filed 30 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LVW Advisors use?","answer":"LVW Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.85B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LVW Advisors have?","answer":"LVW Advisors has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LVW Advisors invest in?","answer":"At the end of its last fiscal year, LVW Advisors’ separately managed accounts held 47% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 17% pooled vehicles (private funds and similar), 4% state and local bonds, 4% cash and equivalents, 4% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% derivatives. 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