L.D. LOWE WEALTH ADVISORY, INC.
Legal name: LD LOWE WEALTH ADVISORY
CRD #136596 SEC #801-64775 RICHARDSON, TX 972-335-2523
SEC Registered
Total AUM
$119.2M
Discretionary
$119.2M
Employees
7
Clients
0
Accounts
684
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $119.2M | $119.2M | $0 | 7 | 0 |
| Mar 2024 | $109.8M | $109.8M | $0 | 6 | 0 |
| May 2023 | $113.7M | $113.7M | $0 | 9 | 0 |
| Mar 2023 | $113.7M | $113.7M | $0 | 9 | 0 |
| Jun 2022 | $120.1M | $120.1M | $0 | 7 | 12 |
| Jun 2022 | $120.1M | $120.1M | $0 | 7 | 12 |
| Mar 2022 | $120.1M | $120.1M | $0 | 7 | 12 |
| Sep 2021 | $135.5M | $135.5M | $0 | 7 | 12 |
| Mar 2021 | $135.5M | $135.5M | $0 | 7 | 12 |
| Jun 2020 | $137.4M | $137.4M | $0 | 9 | 0 |
| Mar 2020 | $137.4M | $137.4M | $0 | 9 | 0 |
| Jan 2020 | $130.6M | $130.6M | $0 | 8 | 0 |
| Jan 2020 | $130.6M | $130.6M | $0 | 8 | 0 |
| Mar 2019 | $130.6M | $130.6M | $0 | 8 | 0 |
| Mar 2018 | $126.6M | $126.6M | $0 | 8 | 2 |
| Jul 2017 | $116.6M | $116.6M | $0 | 6 | 300 |
| Mar 2017 | $116.6M | $116.6M | $0 | 6 | 300 |
| Mar 2016 | $168.8M | $168.8M | $0 | 8 | 200 |
| Oct 2015 | $109.2M | $106.7M | $2.5M | 10 | 200 |
| Jul 2015 | $109.2M | $106.7M | $2.5M | 10 | 200 |
| Mar 2015 | $109.2M | $106.7M | $2.5M | 10 | 200 |
| Jan 2015 | $111.3M | $109.9M | $1.4M | 12 | 200 |
| Mar 2014 | $111.3M | $109.9M | $1.4M | 12 | 200 |
| Mar 2014 | $111.3M | $109.9M | $1.4M | 12 | 200 |
| Oct 2013 | $99M | $87.4M | $11.6M | 10 | 200 |
| Sep 2013 | $99M | $87.4M | $11.6M | 10 | 200 |
| Jul 2013 | $99M | $87.4M | $11.6M | 10 | 200 |
| Jul 2013 | $99M | $87.4M | $11.6M | 10 | 200 |
| Jul 2013 | $99M | $87.4M | $11.6M | 10 | 200 |
| Mar 2013 | $99M | $87.4M | $11.6M | 10 | 200 |
| Mar 2012 | $138M | $125M | $13M | 11 | 300 |
| Jun 2011 | $112M | $100M | $12M | -- | -- |
| Mar 2011 | $112M | $100M | $12M | -- | -- |
| Feb 2007 | $90M | $78M | $12M | 10 | -- |
| Feb 2006 | $75M | $45M | $30M | 10 | -- |
| Dec 2005 | $41.9M | $41.9M | $0 | 10 | -- |
| Sep 2005 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees7
Clients12
DateJun 2022
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees7
Clients12
DateMar 2022
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees7
Clients12
DateSep 2021
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees7
Clients12
DateMar 2021
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees7
Clients12
DateJun 2020
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees8
Clients2
DateJul 2017
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees8
Clients200
DateOct 2015
Total AUM$109.2M
Discretionary$106.7M
Non-Disc.$2.5M
Employees10
Clients200
DateJul 2015
Total AUM$109.2M
Discretionary$106.7M
Non-Disc.$2.5M
Employees10
Clients200
DateMar 2015
Total AUM$109.2M
Discretionary$106.7M
Non-Disc.$2.5M
Employees10
Clients200
DateJan 2015
Total AUM$111.3M
Discretionary$109.9M
Non-Disc.$1.4M
Employees12
Clients200
DateMar 2014
Total AUM$111.3M
Discretionary$109.9M
Non-Disc.$1.4M
Employees12
Clients200
DateMar 2014
Total AUM$111.3M
Discretionary$109.9M
Non-Disc.$1.4M
Employees12
Clients200
DateOct 2013
Total AUM$99M
Discretionary$87.4M
Non-Disc.$11.6M
Employees10
Clients200
DateSep 2013
Total AUM$99M
Discretionary$87.4M
Non-Disc.$11.6M
Employees10
Clients200
DateJul 2013
Total AUM$99M
Discretionary$87.4M
Non-Disc.$11.6M
Employees10
Clients200
DateJul 2013
Total AUM$99M
Discretionary$87.4M
Non-Disc.$11.6M
Employees10
Clients200
DateJul 2013
Total AUM$99M
Discretionary$87.4M
Non-Disc.$11.6M
Employees10
Clients200
DateMar 2013
Total AUM$99M
Discretionary$87.4M
Non-Disc.$11.6M
Employees10
Clients200
DateMar 2012
Total AUM$138M
Discretionary$125M
Non-Disc.$13M
Employees11
Clients300
DateJun 2011
Total AUM$112M
Discretionary$100M
Non-Disc.$12M
Employees--
Clients--
DateMar 2011
Total AUM$112M
Discretionary$100M
Non-Disc.$12M
Employees--
Clients--
DateFeb 2007
Total AUM$90M
Discretionary$78M
Non-Disc.$12M
Employees10
Clients--
DateFeb 2006
Total AUM$75M
Discretionary$45M
Non-Disc.$30M
Employees10
Clients--
DateDec 2005
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--