L
$16.5K Total AUM
$16.5K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2025
- Office Locations
- 1
Office Locations
120 E Washington Street Suite 415 Syracuse NY
About LTS Wealth Management
LTS Wealth Management is a Syracuse-based RIA. The firm has been operating for 0 years. Managing $16.5K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$16.5K AVG AUM / ADVISOR
$16.5K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LUCAS T SMITH
Owner
- CRD
- #8169842
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,495 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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