LOWE WEALTH ADVISORS, LLC
CRD #157906 SEC #801-72431 COLUMBIA, MD 443-766-7160
SEC Registered
Total AUM
$460.2M
Discretionary
$443.1M
Employees
9
Clients
251
Accounts
1,384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $460.2M | $443.1M | $17.1M | 9 | 47 |
| Mar 2025 | $460.2M | $443.1M | $17.1M | 9 | 47 |
| Nov 2024 | $403.5M | $388.1M | $15.4M | 9 | 42 |
| Mar 2024 | $403.5M | $388.1M | $15.4M | 9 | 42 |
| Mar 2024 | $403.5M | $388.1M | $15.4M | 9 | 42 |
| Mar 2023 | $365.4M | $356.4M | $9.1M | 9 | 45 |
| Mar 2023 | $365.4M | $356.4M | $9.1M | 9 | 45 |
| Dec 2022 | $402.1M | $392.3M | $9.8M | 9 | 46 |
| Apr 2022 | $402.1M | $392.3M | $9.8M | 9 | 46 |
| Mar 2022 | $402.1M | $392.3M | $9.8M | 9 | 46 |
| Mar 2021 | $361.6M | $352.6M | $9M | 9 | 33 |
| Mar 2021 | $361.6M | $352.6M | $9M | 9 | 33 |
| Jun 2020 | $326.8M | $318.2M | $8.6M | 9 | 42 |
| Feb 2020 | $326.8M | $318.2M | $8.6M | 9 | 42 |
| Jan 2019 | $277.1M | $270.6M | $6.5M | 9 | 22 |
| Mar 2018 | $279.1M | $272.4M | $6.7M | 10 | 16 |
| Jul 2017 | $249.1M | $243M | $6.1M | 10 | 300 |
| Mar 2017 | $249.1M | $243M | $6.1M | 10 | 300 |
| Sep 2016 | $258.8M | $253.2M | $5.6M | 9 | 300 |
| May 2016 | $258.8M | $253.2M | $5.6M | 9 | 300 |
| Feb 2016 | $258.8M | $253.2M | $5.6M | 9 | 300 |
| Aug 2015 | $213.7M | $207.5M | $6.2M | 10 | 305 |
| Mar 2015 | $213.7M | $207.5M | $6.2M | 10 | 305 |
| Nov 2014 | $195.9M | $190.7M | $5.3M | 4 | 300 |
| May 2014 | $195.9M | $190.7M | $5.3M | 4 | 300 |
| Mar 2014 | $195.9M | $190.7M | $5.3M | 4 | 300 |
| Mar 2013 | $203.3M | $199.3M | $4M | 4 | 230 |
| Mar 2012 | $147.7M | $143.6M | $4.1M | 6 | 240 |
| Aug 2011 | $0 | $0 | $0 | 10 | -- |
| Jun 2011 | $0 | $0 | $0 | 10 | -- |
| May 2011 | $215.7M | $130M | $85.7M | 10 | -- |
DateMar 2025
Total AUM$460.2M
Discretionary$443.1M
Non-Disc.$17.1M
Employees9
Clients47
DateMar 2025
Total AUM$460.2M
Discretionary$443.1M
Non-Disc.$17.1M
Employees9
Clients47
DateNov 2024
Total AUM$403.5M
Discretionary$388.1M
Non-Disc.$15.4M
Employees9
Clients42
DateMar 2024
Total AUM$403.5M
Discretionary$388.1M
Non-Disc.$15.4M
Employees9
Clients42
DateMar 2024
Total AUM$403.5M
Discretionary$388.1M
Non-Disc.$15.4M
Employees9
Clients42
DateMar 2023
Total AUM$365.4M
Discretionary$356.4M
Non-Disc.$9.1M
Employees9
Clients45
DateMar 2023
Total AUM$365.4M
Discretionary$356.4M
Non-Disc.$9.1M
Employees9
Clients45
DateDec 2022
Total AUM$402.1M
Discretionary$392.3M
Non-Disc.$9.8M
Employees9
Clients46
DateApr 2022
Total AUM$402.1M
Discretionary$392.3M
Non-Disc.$9.8M
Employees9
Clients46
DateMar 2022
Total AUM$402.1M
Discretionary$392.3M
Non-Disc.$9.8M
Employees9
Clients46
DateMar 2021
Total AUM$361.6M
Discretionary$352.6M
Non-Disc.$9M
Employees9
Clients33
DateMar 2021
Total AUM$361.6M
Discretionary$352.6M
Non-Disc.$9M
Employees9
Clients33
DateJun 2020
Total AUM$326.8M
Discretionary$318.2M
Non-Disc.$8.6M
Employees9
Clients42
DateFeb 2020
Total AUM$326.8M
Discretionary$318.2M
Non-Disc.$8.6M
Employees9
Clients42
DateJan 2019
Total AUM$277.1M
Discretionary$270.6M
Non-Disc.$6.5M
Employees9
Clients22
DateMar 2018
Total AUM$279.1M
Discretionary$272.4M
Non-Disc.$6.7M
Employees10
Clients16
DateJul 2017
Total AUM$249.1M
Discretionary$243M
Non-Disc.$6.1M
Employees10
Clients300
DateMar 2017
Total AUM$249.1M
Discretionary$243M
Non-Disc.$6.1M
Employees10
Clients300
DateSep 2016
Total AUM$258.8M
Discretionary$253.2M
Non-Disc.$5.6M
Employees9
Clients300
DateMay 2016
Total AUM$258.8M
Discretionary$253.2M
Non-Disc.$5.6M
Employees9
Clients300
DateFeb 2016
Total AUM$258.8M
Discretionary$253.2M
Non-Disc.$5.6M
Employees9
Clients300
DateAug 2015
Total AUM$213.7M
Discretionary$207.5M
Non-Disc.$6.2M
Employees10
Clients305
DateMar 2015
Total AUM$213.7M
Discretionary$207.5M
Non-Disc.$6.2M
Employees10
Clients305
DateNov 2014
Total AUM$195.9M
Discretionary$190.7M
Non-Disc.$5.3M
Employees4
Clients300
DateMay 2014
Total AUM$195.9M
Discretionary$190.7M
Non-Disc.$5.3M
Employees4
Clients300
DateMar 2014
Total AUM$195.9M
Discretionary$190.7M
Non-Disc.$5.3M
Employees4
Clients300
DateMar 2013
Total AUM$203.3M
Discretionary$199.3M
Non-Disc.$4M
Employees4
Clients230
DateMar 2012
Total AUM$147.7M
Discretionary$143.6M
Non-Disc.$4.1M
Employees6
Clients240
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$215.7M
Discretionary$130M
Non-Disc.$85.7M
Employees10
Clients--