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- Custodian
- --
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 05-25-2023
- Office Locations
- 1
Office Locations
About LBH Wealth Advisors
LBH Wealth Advisors is a Meridianville, AL RIA providing tailored financial planning and asset management for individuals and business owners, including business-wealth and risk assessments. Advisors emphasize client education and plain-language guidance as plans are built. Public profile data indicates use of SEI and portfolios that include equities (including ETFs), cash, and U.S. government bonds, with annuities and risk management among stated themes.
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Investment Themes
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Owner & Executives
Lillian B Henderson
Financial Advisor, FOUNDER
- CRD
- #5847473
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,200,000 | -- |
| Total | $5,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,148,525,137 | 26.3% |
| Cash | $938,908,382 | 21.5% |
| Equity - Exchange | $1,248,966,499 | 28.6% |
| U.S. Government/Agency | $375,563,353 | 8.6% |
| Municipal Bonds | $655,052,359 | 15.0% |
| Total | $4,367,015,730 | 100.0% |