CRD: 147228
Lawrence Wealth Management
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-06-2008
- Office Locations
- 1
Office Locations
About Lawrence Wealth Management
Lawrence Wealth Management is a boutique RIA serving individuals, families and trusts with comprehensive financial planning and customized investment management. Portfolios are tailored to client goals and risk tolerances, including excluding specific stocks at a client’s request. The firm intentionally limits relationships for fast, high-touch service, and works with custodians including Charles Schwab.
Reported data analysis
What the numbers show
Between March 30, 2018 and June 28, 2019, reported AUM decreased 5.9%, from $34.0M to $32.0M.
Across 4 reported observations, AUM decreased 3.0% between August 2, 2016 and June 28, 2019, from $33.0M to $32.0M.
Of the latest reported AUM, 90.6% is discretionary and 9.4% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 31, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RICHARD STUART LAWRENCE
Chief Compliance Officer, President
- CRD
- #1751936
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,024,291 | $221,374 |
| Non-Discretionary | $3,132,939 | $46,875 |
| Total | $79,157,230 | $164,103 |
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Separately Managed Accounts
SMA allocation detail is available
Lawrence Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.