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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2018
- Office Locations
- 1
Office Locations
About Luther Wealth Management
Luther Wealth Management is an independent, fiduciary RIA led by CFA charterholder Justin Luther serving retail investors with comprehensive lifetime financial planning and fully tailored, diversified portfolio management. Emphasis on tax-advantaged account optimization, tax-loss harvesting, and cost/fee minimization, with portfolios primarily implemented via ETFs. Custody/trading through Interactive Brokers, with the firm covering client trading commissions; 0.65% AUM fee.
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Investment Themes
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Owner & Executives
JUSTIN MICHAEL LUTHER
Analyst, FOUNDER
- CRD
- #5806513
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,754,576 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,754,576 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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