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- Custodian
- Equity Trust · ETC Brokerage
- Clients
- Retail
- Platforms
- CrestEmber peak +more
- Established Date
- 10-07-2005
- Office Locations
- 1
Office Locations
About LD Lowe Wealth Advisory
LD Lowe Wealth Advisory is a Texas-based RIA providing personalized financial planning and wealth management built around tailored strategies and dedicated client service. The firm constructs portfolios with a mix of ETFs and other vehicles, with flexibility for areas like real estate and alternative solutions when appropriate. Unique detail: founder Lloyd D. Lowe Sr. authored “Life’s Bridges,” donating 100% of proceeds to charity.
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Owner & Executives
Taylor Nicole Brewer
Chief Compliance Officer, Financial Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
MOLLY RENEE MCCARTHY
AML OFFICER, Chief Executive Officer, Chief Financial Officer, Wealth Advisor
- CRD
- #5150424
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,813,315 | $175,500 |
| Non-Discretionary | $0 | -- |
| Total | $118,813,315 | $175,500 |
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Separately Managed Accounts
Total SMA Asset: $118,813,315
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,566,152,789 | 47.5% |
| Cash | $972,663,311 | 29.5% |
| Other | $758,347,667 | 23.0% |
| Total | $3,297,163,767 | 100.0% |