CRD: 147228
Lawrence Wealth Management
$79.2M Total AUM
$76.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Ridge zenith
- Established Date
- 06-06-2008
- Office Locations
- 1
Office Locations
-- West Conshohocken PA
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.
Team overview
69 AVG AGE
$79.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Matrix ridge
Custodian
Frontier Eagle glacier
Investment Themes
Beacon
Investment Vehicles
Unison matrix
Services
Meridian Matrix fusion Ridge matrix
Technology
Summit north
Owner & Executives
RICHARD STUART LAWRENCE
Chief Compliance Officer, President
- CRD
- #1751936
- Ownership
- 75% or more
(357) 792-2495
harbor.bridge@ridgecapital.com
in linkedin.com/in/pathway-radial
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $79,157,230
Public Funds:
12.2% Equity - Exchange:
6.8% U.S. Government/Agency:
32.4% Cash:
14.9% Corporate - Investment Grade:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $296,315,940 | 12.2% |
| Equity - Exchange | $165,159,704 | 6.8% |
| U.S. Government/Agency | $786,937,415 | 32.4% |
| Cash | $361,894,058 | 14.9% |
| Corporate - Investment Grade | $818,512,064 | 33.7% |
| Total | $2,428,819,181 | 100.0% |