$98.6M Total AUM
$97.3M Disc. AUM
14.8% 3Y CAGR
3 Employees
214 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2007
- Office Locations
- 1
Office Locations
2715 Route 9 Suite 101 Malta NY
About Luther Forest Wealth Advisors, L.l.c.
Luther Forest Wealth Advisors (LFWA), part of the KDHP team, provides one-on-one personal financial planning and investment guidance focused on risk management and goal-based outcomes (retirement, college, and broader investment goals). The firm pairs advisory work with in-house tax preparation/planning and small-business accounting/QuickBooks support, serving business owners and individuals; custody includes Charles Schwab.
Team overview
-- AVG AGE
$32.9M AVG AUM / ADVISOR
$460.6K AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
19yrs Firm Age
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Asset Classes
Beacon vertex Meridian ridge Element
Client Personas
Optima signal Bridge pioneer
Custodian
Pathway Signal peak Ridge alpha
Investment Themes
Meridian timber Value unison
Investment Vehicles
Optima ridge Capital catalyst Element
Platform
Matrix
Services
Frontier Radial alpha Eagle quantum Meridian legacy Quantum Beacon Quantum crest
Owner & Executives
R
ROBERT RICHARD ROBACK JR.
Chief Compliance Officer, Managing Member
- CRD
- #5924509
- Ownership
- 75% or more
(274) 444-3919
unison.element@bridgecapital.com
in linkedin.com/in/fusion-bridge
T
TIMOTHY WILLIAM PEHL
--
- CRD
- #2981855
- Ownership
- 5% but less than 10%
(882) 790-2535
eagle.quantum@deltacapital.com
in linkedin.com/in/insight-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,266,510 | $216,148 |
| Non-Discretionary | $1,311,704 | $62,462 |
| Total | $98,578,214 | $209,296 |
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Separately Managed Accounts
Total SMA Asset: $98,578,214
Public Funds:
18.0% Equity - Exchange:
31.9% U.S. Government/Agency:
14.5% Cash:
21.8% Municipal Bonds:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,272,377,716 | 18.0% |
| Equity - Exchange | $2,254,936,064 | 31.9% |
| U.S. Government/Agency | $1,024,970,938 | 14.5% |
| Cash | $1,540,990,790 | 21.8% |
| Municipal Bonds | $975,489,582 | 13.8% |
| Total | $7,068,765,090 | 100.0% |