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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
About Lotusgroup Advisors
Denver-based LotusGroup Advisors provides wealth management, financial planning, and portfolio construction for retail and institutional clients, including business owners. Portfolios span public equity and fixed income alongside alternatives such as private credit, private equity, real estate, and infrastructure, with thematic exposure including emerging markets and digital assets. The firm cites a 20-year track record across LotusGroup Advisors and affiliated LotusGroup Capital and works on platforms including Envestnet and Tamarac.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAPHAEL ANDRE MARTORELLO
Chief Investment Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Managing Partner, Partner
- CRD
- #4768833
- Ownership
- 75% or more
ANDLEIB SETH
Founder
- CRD
- #5296525
- Ownership
- 5% but less than 10%
Meridian element
Vertex beacon momentum
- CRD
- #37179
- Ownership
- 41.9%
Showing 2 of 5 owners & executives
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KEATON H HAMILTON
Financial Advisor
- CRD
- #5027203
XAVIER VINCENT LEWIS
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- CRD
- #6581492
Delta ember
Meridian value
- CRD
- #71031
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,855,639 | $388,334 |
| Non-Discretionary | $68,180,410 | $428,808 |
| Total | $286,036,049 | $397,272 |
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Separately Managed Accounts
Total SMA Asset: $286,036,049
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $307,604,216 | 6.0% |
| Private Funds | $871,545,279 | 17.0% |
| Cash | $507,546,957 | 9.9% |
| Municipal Bonds | $317,857,690 | 6.2% |
| Corporate - Investment Grade | $1,394,472,447 | 27.2% |
| Equity - Exchange | $405,012,218 | 7.9% |
| U.S. Government/Agency | $1,322,698,130 | 25.8% |
| Total | $5,126,736,937 | 100.0% |