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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2011
- Office Locations
- 3
Office Locations
About LVW Advisors, LLC
LVW Advisors is a Pittsford, NY RIA serving affluent individuals as well as institutions and nonprofits. The team combines comprehensive financial planning and action planning with long-term portfolio management, including mission-driven/responsible investing, implemented across ETFs and public/private funds as appropriate. Founder & CEO Lori Van Dusen is a Barron's Hall of Fame advisor with recent Barron's and Forbes rankings.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LORI ANN VAN DUSEN
Advisor, Chief Executive Officer
- CRD
- #1556941
- Ownership
- Less than 5%
JEFFREY REED WAGNER
PRINCIPAL, Senior Partner
- CRD
- #4726201
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ABIGAIL L ADAMS
Director of Trading & Advisory Operations
- CRD
- #4947117
Allison Elizabeth Bell
Relationship Manager
- CRD
- #7839412
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,896,566,719 | $791,225 |
| Non-Discretionary | $575,307,553 | $2,523,279 |
| Total | $2,471,874,272 | $941,666 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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