CRD: 140077
L&l Partners Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-2006
- Office Locations
- 2
Office Locations
About L&l Partners Wealth Management, LLC
L&L Partners Wealth Management is a New York-based registered investment adviser providing wealth management and portfolio construction for retail and institutional clients. The firm uses a multifactor, risk-parameter-driven investment process that ties allocation to client objectives and tolerance, emphasizing ongoing risk management. Custody is held at Fidelity/NFS, and portfolios include meaningful ETF and public-fund exposure.
Reported data analysis
What the numbers show
Between July 28, 2025 and March 13, 2026, reported AUM increased 16.1%, from $70.5M to $81.8M.
Across 5 reported observations, AUM increased 34.0% between March 19, 2022 and March 13, 2026, from $61.1M to $81.8M.
Of the latest reported AUM, 90.5% is discretionary and 9.5% is non-discretionary.
The firm reports 2 advisory representatives and 77 clients, or 38.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAGAN ALEXANDER LACORTE
Chief Compliance Officer, Managing Member
- CRD
- #4396486
- Ownership
- 50% but less than 75%
ALBERTO GIOVANNI LIBERTINI
Managing Member, Vice President
- CRD
- #2703609
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,017,361 | $456,897 |
| Non-Discretionary | $7,784,158 | $2,594,719 |
| Total | $81,801,519 | $495,767 |
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Separately Managed Accounts
SMA allocation detail is available
L&l Partners Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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