LUTZ FINANCIAL SERVICES, LLC
Legal name: LUTZ FINANCIAL
CRD #117273 SEC #801-62093 OMAHA, NE 402-827-2300
SEC Registered
Total AUM
$2.6B
Discretionary
$2.3B
Employees
23
Clients
251
Accounts
2,386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.6B | $2.3B | $295.9M | 23 | 13 |
| Aug 2025 | $2.6B | $2.3B | $295.9M | 23 | 13 |
| Mar 2025 | $2.6B | $2.3B | $295.9M | 21 | 13 |
| Mar 2025 | $2.6B | $2.3B | $295.9M | 21 | 13 |
| Jun 2024 | $2.3B | $2B | $257.3M | 20 | 15 |
| Apr 2024 | $2.3B | $2B | $257.3M | 18 | 15 |
| Mar 2024 | $2.3B | $2B | $257.3M | 18 | 15 |
| Feb 2024 | $2.3B | $2B | $257.3M | 18 | 15 |
| Dec 2023 | $1.7B | $1.6B | $172.8M | 17 | 19 |
| Sep 2023 | $1.7B | $1.6B | $172.8M | 17 | 19 |
| Aug 2023 | $1.7B | $1.6B | $172.8M | 17 | 19 |
| Mar 2023 | $1.7B | $1.6B | $172.8M | 17 | 19 |
| Mar 2023 | $1.7B | $1.6B | $172.8M | 17 | 19 |
| Nov 2022 | $1.8B | $1.6B | $195.2M | 15 | 18 |
| Apr 2022 | $1.8B | $1.6B | $195.2M | 15 | 18 |
| Apr 2022 | $1.8B | $1.6B | $195.2M | 15 | 18 |
| Mar 2022 | $1.8B | $1.6B | $195.2M | 15 | 18 |
| Dec 2021 | $1.4B | $1.3B | $162.4M | 15 | 12 |
| Apr 2021 | $1.4B | $1.3B | $162.4M | 15 | 12 |
| Mar 2021 | $1.4B | $1.3B | $162.4M | 15 | 12 |
| Aug 2020 | $1.2B | $1.1B | $124.7M | 15 | 17 |
| Aug 2020 | $1.2B | $1.1B | $124.7M | 15 | 17 |
| Jun 2020 | $1.2B | $1.1B | $124.7M | 15 | 17 |
| Mar 2020 | $1.2B | $1.1B | $124.7M | 15 | 17 |
| Nov 2019 | $963.4M | $852.8M | $110.7M | 14 | 9 |
| Aug 2019 | $963.4M | $852.8M | $110.7M | 14 | 9 |
| Mar 2019 | $963.4M | $852.8M | $110.7M | 14 | 9 |
| Dec 2018 | $856.2M | $647.2M | $209M | 11 | 7 |
| Mar 2018 | $856.2M | $647.2M | $209M | 11 | 7 |
| Sep 2017 | $696.5M | $530.9M | $165.6M | 11 | 400 |
| Aug 2017 | $696.5M | $530.9M | $165.6M | 11 | 400 |
| Mar 2017 | $696.5M | $530.9M | $165.6M | 11 | 400 |
| Dec 2016 | $626.4M | $491.9M | $134.6M | 8 | 600 |
| Sep 2016 | $626.4M | $491.9M | $134.6M | 8 | 600 |
| Mar 2016 | $626.4M | $491.9M | $134.6M | 8 | 600 |
| Mar 2015 | $695.4M | $537.2M | $158.2M | 9 | 500 |
| Mar 2014 | $612M | $478.6M | $133.3M | 7 | 500 |
| Mar 2013 | $520.7M | $415.3M | $105.4M | 7 | 400 |
| Mar 2012 | $448.8M | $349.9M | $98.9M | 6 | 400 |
| Oct 2010 | $266.7M | $202.5M | $64.2M | 10 | -- |
| Jun 2010 | $266.7M | $202.5M | $64.2M | 10 | -- |
| Mar 2007 | $230.1M | $155.4M | $74.7M | 5 | -- |
| Mar 2006 | $170.5M | $96.1M | $74.4M | 5 | -- |
| Mar 2006 | $170.5M | $96.1M | $74.4M | 5 | -- |
| Nov 2005 | $96.7M | $55.7M | $40.9M | 5 | -- |
| Sep 2005 | $96.7M | $55.7M | $40.9M | 5 | -- |
| Aug 2004 | $66.4M | $25.3M | $41.1M | 5 | -- |
DateNov 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$295.9M
Employees23
Clients13
DateAug 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$295.9M
Employees23
Clients13
DateMar 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$295.9M
Employees21
Clients13
DateMar 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$295.9M
Employees21
Clients13
DateJun 2024
Total AUM$2.3B
Discretionary$2B
Non-Disc.$257.3M
Employees20
Clients15
DateApr 2024
Total AUM$2.3B
Discretionary$2B
Non-Disc.$257.3M
Employees18
Clients15
DateMar 2024
Total AUM$2.3B
Discretionary$2B
Non-Disc.$257.3M
Employees18
Clients15
DateFeb 2024
Total AUM$2.3B
Discretionary$2B
Non-Disc.$257.3M
Employees18
Clients15
DateDec 2023
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$172.8M
Employees17
Clients19
DateSep 2023
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$172.8M
Employees17
Clients19
DateAug 2023
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$172.8M
Employees17
Clients19
DateMar 2023
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$172.8M
Employees17
Clients19
DateMar 2023
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$172.8M
Employees17
Clients19
DateNov 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$195.2M
Employees15
Clients18
DateApr 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$195.2M
Employees15
Clients18
DateApr 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$195.2M
Employees15
Clients18
DateMar 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$195.2M
Employees15
Clients18
DateDec 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$162.4M
Employees15
Clients12
DateApr 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$162.4M
Employees15
Clients12
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$162.4M
Employees15
Clients12
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$124.7M
Employees15
Clients17
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$124.7M
Employees15
Clients17
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$124.7M
Employees15
Clients17
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$124.7M
Employees15
Clients17
DateNov 2019
Total AUM$963.4M
Discretionary$852.8M
Non-Disc.$110.7M
Employees14
Clients9
DateAug 2019
Total AUM$963.4M
Discretionary$852.8M
Non-Disc.$110.7M
Employees14
Clients9
DateMar 2019
Total AUM$963.4M
Discretionary$852.8M
Non-Disc.$110.7M
Employees14
Clients9
DateDec 2018
Total AUM$856.2M
Discretionary$647.2M
Non-Disc.$209M
Employees11
Clients7
DateMar 2018
Total AUM$856.2M
Discretionary$647.2M
Non-Disc.$209M
Employees11
Clients7
DateSep 2017
Total AUM$696.5M
Discretionary$530.9M
Non-Disc.$165.6M
Employees11
Clients400
DateAug 2017
Total AUM$696.5M
Discretionary$530.9M
Non-Disc.$165.6M
Employees11
Clients400
DateMar 2017
Total AUM$696.5M
Discretionary$530.9M
Non-Disc.$165.6M
Employees11
Clients400
DateDec 2016
Total AUM$626.4M
Discretionary$491.9M
Non-Disc.$134.6M
Employees8
Clients600
DateSep 2016
Total AUM$626.4M
Discretionary$491.9M
Non-Disc.$134.6M
Employees8
Clients600
DateMar 2016
Total AUM$626.4M
Discretionary$491.9M
Non-Disc.$134.6M
Employees8
Clients600
DateMar 2015
Total AUM$695.4M
Discretionary$537.2M
Non-Disc.$158.2M
Employees9
Clients500
DateMar 2014
Total AUM$612M
Discretionary$478.6M
Non-Disc.$133.3M
Employees7
Clients500
DateMar 2013
Total AUM$520.7M
Discretionary$415.3M
Non-Disc.$105.4M
Employees7
Clients400
DateMar 2012
Total AUM$448.8M
Discretionary$349.9M
Non-Disc.$98.9M
Employees6
Clients400
DateOct 2010
Total AUM$266.7M
Discretionary$202.5M
Non-Disc.$64.2M
Employees10
Clients--
DateJun 2010
Total AUM$266.7M
Discretionary$202.5M
Non-Disc.$64.2M
Employees10
Clients--
DateMar 2007
Total AUM$230.1M
Discretionary$155.4M
Non-Disc.$74.7M
Employees5
Clients--
DateMar 2006
Total AUM$170.5M
Discretionary$96.1M
Non-Disc.$74.4M
Employees5
Clients--
DateMar 2006
Total AUM$170.5M
Discretionary$96.1M
Non-Disc.$74.4M
Employees5
Clients--
DateNov 2005
Total AUM$96.7M
Discretionary$55.7M
Non-Disc.$40.9M
Employees5
Clients--
DateSep 2005
Total AUM$96.7M
Discretionary$55.7M
Non-Disc.$40.9M
Employees5
Clients--
DateAug 2004
Total AUM$66.4M
Discretionary$25.3M
Non-Disc.$41.1M
Employees5
Clients--