$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2017
- Office Locations
- 1
Office Locations
25 E University Blvd Tucson AZ
About Lazarow Wealth Management
Lazarow Wealth Management is a boutique, fee-only RIA based in Tucson serving clients nationwide. The firm provides independent financial planning, retirement planning, and ongoing investment management for pre-retirees and retirees, with portfolio construction centered on diversified asset allocation using ETFs and mutual funds. Assets are custodied with Charles Schwab.
Team overview
36 AVG AGE
$14.9M AVG AUM / ADVISOR
$173.6K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Delta
Client Personas
Matrix oak Catalyst meridian
Custodian
Signal
Investment Themes
Pioneer timber Glacier oak Prime vital
Investment Vehicles
Ridge
Services
Peak Pathway Ember Insight unison Capital timber Prime Eagle vital
Owner & Executives
JASON MATTHEW LAZAROW
Chief Compliance Officer, Owner, President, Wealth Manager
- CRD
- #5641586
- Ownership
- 75% or more
(239) 203-5310
harbor.foundation@insightcapital.com
in linkedin.com/in/ember-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,930,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,930,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,930,190
Public Funds:
25.2% Equity - Exchange:
39.2% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,051,621,284 | 25.2% |
| Equity - Exchange | $3,191,410,886 | 39.2% |
| Cash | $2,898,322,131 | 35.6% |
| Total | $8,141,354,301 | 100.0% |