$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-2010
- Office Locations
- 1
Office Locations
-- Iselin NJ
About LBT Wealth Management, LLC
LBT Wealth Management is a planning-led RIA providing holistic Financial Life Planning built around clients’ values and goals. The firm aligns financial plans with life transitions and delivers investment recommendations focused on disciplined asset allocation and risk management, commonly implemented with ETFs and mutual funds. Client assets are custodied at Charles Schwab.
Team overview
57 AVG AGE
$12.1M AVG AUM / ADVISOR
$368.0K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Wave crest
Investment Themes
Capital Zenith foundation
Investment Vehicles
Crest
Services
Ember Unison Foundation timber Foundation Optima Eagle Frontier
Owner & Executives
RICHARD TABORDA
Chief Compliance Officer, Managing Member, President
- CRD
- #1970810
- Ownership
- 75% or more
(436) 311-9800
value.timber@capitalcapital.com
in linkedin.com/in/delta-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,144,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,144,509 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,144,509
Public Funds:
28.4% Equity - Exchange:
31.8% Cash:
39.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $160,275,671 | 28.4% |
| Equity - Exchange | $179,463,603 | 31.8% |
| Cash | $224,611,679 | 39.8% |
| Total | $564,350,953 | 100.0% |