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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2007
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 4, 2025 and February 16, 2026, reported AUM increased 17.9%, from $83.6M to $98.6M.
Across 5 reported observations, AUM increased 27.8% between March 16, 2022 and February 16, 2026, from $77.1M to $98.6M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 3 advisory representatives and 214 clients, or 71.3 clients per representative. That equates to $460.6K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ROBERT RICHARD ROBACK JR.
Chief Compliance Officer, Managing Member
- CRD
- #5924509
- Ownership
- 75% or more
TIMOTHY WILLIAM PEHL
Director of Personal, Estate and Trust Tax Services
- CRD
- #2981855
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Luther Forest Wealth Advisors, L.l.c. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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