LAZARD WEALTH MANAGEMENT LLC
Legal name: LAZARD WEALTH MANAGEMENT
CRD #151032 SEC #801-70878 NEW YORK, NY 212-332-4500
SEC Registered Private Funds
Total AUM
$111.8M
Discretionary
$111.8M
Employees
11
Clients
1
Accounts
53
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| BHUTANI, ASHISH | I | DIRECTOR | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLAZO, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOTZ, LORI | I | CHIEF OPERATING OFFICER | NA | Control |
| HOTZ, LORI | I | CHIEF OPERATING OFFICER | NA | Control |
| HOTZ, LORI | I | CHIEF OPERATING OFFICER | NA | Control |
| HOTZ, LORI | I | CHIEF OPERATING OFFICER | NA | Control |
| HOTZ, LORI | I | CHIEF OPERATING OFFICER | NA | Control |
| HOTZ, LORI | I | CHIEF OPERATING OFFICER | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| PAUL, NATHAN, ABRAHAM | I | GENERAL COUNSEL | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| SHELLY, THADDEUS, RUBEL | I | CEO & DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| STERN, ALEXANDER, FRANZ | I | DIRECTOR | NA | Control |
| WARD, CHARLES, GOULD | I | DIRECTOR | NA | Control |
| WARD, CHARLES, GOULD | I | DIRECTOR | NA | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
| LAZARD GROUP LLC | DE | PARENT/SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LAZARD GROUP FINANCE LLC | DE | LAZARD GROUP LLC | F | |
| LAZARD GROUP FINANCE LLC | DE | LAZARD GROUP LLC | F | |
| LAZARD GROUP FINANCE LLC | DE | LAZARD GROUP LLC | F | |
| LAZARD GROUP FINANCE LLC | DE | LAZARD GROUP LLC | F | |
| LAZARD GROUP FINANCE LLC | DE | LAZARD GROUP LLC | F | |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | F | |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | F | |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | F | |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | F | |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | F | |
| LLTD CORP. II | DE | LAZARD GROUP LLC | F | |
| LLTD CORP. II | DE | LAZARD GROUP LLC | F | |
| LLTD CORP. II | DE | LAZARD GROUP LLC | F | |
| LLTD CORP. II | DE | LAZARD GROUP LLC | F | |
| LLTD CORP. II | DE | LAZARD GROUP LLC | F | |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LAZARD LTD | FE | LLTD CORP I & LLTD 2 S.A.R.L | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD 1 S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LAZ-MD HOLDINGS LLC | DE | LAZARD GROUP LLC | D | |
| LAZ-MD HOLDINGS LLC | DE | LAZARD GROUP LLC | D | |
| LAZ-MD HOLDINGS LLC | DE | LAZARD GROUP LLC | D | |
| LAZ-MD HOLDINGS LLC | DE | LAZARD GROUP LLC | D | |
| LAZ-MD HOLDINGS LLC | DE | LAZARD GROUP LLC | D | |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP. II | DE | LAZARD GROUP LLC | D | Control |
| LAZARD LTD | FE | LAZARD GROUP LLC | C | |
| LAZARD LTD | FE | LAZARD GROUP LLC | C | |
| LAZARD LTD | FE | LAZARD GROUP LLC | C | |
| LAZARD LTD | FE | LAZARD GROUP LLC | C | |
| LAZARD LTD | FE | LAZARD GROUP LLC | C | |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VI VT WA WI WV
Address
30 ROCKEFELLER PLAZA48TH FLOOR
NEW YORK, NY 10020
United States
Phone: 212-332-4500