L
$51.0M Total AUM
$41.0M Disc. AUM
-- 3Y CAGR
1 Employees
225 ADV. Clients
3 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2022
- Office Locations
- 1
Office Locations
-- Alvord TX
About Lazarus Wealth Management LLC
Lazarus Wealth Management is an independent, fee-based RIA in the Fort Worth, TX area serving retail investors with comprehensive wealth management and financial planning. The firm provides investment management using risk-vs-reward analytics and a proactive approach, with portfolios that lean heavily on ETFs. Client assets are custodied with LPL Financial and supported by an online account portal.
Team overview
49 AVG AGE
$51.0M AVG AUM / ADVISOR
$226.7K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Harbor vertex
Investment Themes
Insight delta
Investment Vehicles
Vital wave Meridian
Services
Oak Atlas quantum Signal
Owner & Executives
J
JOHN WILLIAM MCKENZIE JR
Chief Executive Officer
- CRD
- #4058168
- Ownership
- 75% or more
(339) 455-5206
vital.value@bridgecapital.com
in linkedin.com/in/vector-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,000,000 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $51,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,000,000
Equity - Exchange:
19.4% Public Funds:
32.1% Cash:
29.9% Corporate - Investment Grade:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,204,230,781 | 19.4% |
| Public Funds | $1,992,567,427 | 32.1% |
| Cash | $1,856,005,173 | 29.9% |
| Corporate - Investment Grade | $1,154,571,780 | 18.6% |
| Total | $6,207,375,161 | 100.0% |