$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
2 Employees
92 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2020
- Office Locations
- 1
Office Locations
-- Avondale Estates GA
About J.a. Lawrence Wealth Management
J.A. Lawrence Wealth Management is an Atlanta, GA-based RIA serving retail individuals and families with financial planning, tax and legacy planning, and portfolio construction. Its portfolios lean heavily on ETFs alongside U.S. government/agency bonds and public funds. Client assets are custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$222.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
John Allen Lawrence
Chief Compliance Officer, DIRECTOR, Investment Advisor
- CRD
- #7269720
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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