LVW ADVISORS, LLC
CRD #159403 SEC #801-72830 PITTSFORD, NY 585-267-4900
SEC Registered
Total AUM
$2.3B
Discretionary
$1.8B
Employees
21
Clients
0
Accounts
2,583
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.3B | $1.8B | $502M | 21 | 0 |
| Apr 2025 | $2.3B | $1.8B | $502M | 21 | 0 |
| Apr 2025 | $2.3B | $1.8B | $502M | 21 | 0 |
| Mar 2025 | $2.3B | $1.8B | $502M | 21 | 0 |
| Sep 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| Aug 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| Jul 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| May 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| Apr 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| Mar 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| Mar 2024 | $2.1B | $1.6B | $552.9M | 19 | 0 |
| Sep 2023 | $1.9B | $1.5B | $482.9M | 19 | 0 |
| Sep 2023 | $1.9B | $1.5B | $482.9M | 19 | 0 |
| Sep 2023 | $1.9B | $1.5B | $482.9M | 19 | 0 |
| Apr 2023 | $1.9B | $1.5B | $482.9M | 19 | 0 |
| Mar 2023 | $1.9B | $1.5B | $482.9M | 19 | 0 |
| Nov 2022 | $2.2B | $1.6B | $558.4M | 17 | 0 |
| May 2022 | $2.2B | $1.6B | $558.4M | 17 | 0 |
| Apr 2022 | $2.2B | $1.6B | $558.4M | 17 | 0 |
| Apr 2022 | $2.2B | $1.6B | $558.4M | 17 | 0 |
| Apr 2022 | $2.2B | $1.6B | $558.4M | 17 | 0 |
| Mar 2022 | $2.2B | $1.6B | $558.4M | 17 | 0 |
| Aug 2021 | $2.1B | $1.5B | $595.7M | 18 | 0 |
| Apr 2021 | $2.1B | $1.5B | $595.7M | 18 | 0 |
| Mar 2021 | $2.1B | $1.5B | $595.7M | 18 | 0 |
| Jul 2020 | $1.8B | $1.3B | $572.3M | 23 | 0 |
| Jul 2020 | $1.8B | $1.3B | $572.3M | 23 | 0 |
| Jun 2020 | $1.8B | $1.3B | $572.3M | 23 | 0 |
| Mar 2020 | $1.8B | $1.3B | $572.3M | 23 | 0 |
| Apr 2019 | $1.8B | $1.3B | $465.7M | 18 | 0 |
| Apr 2019 | $1.8B | $1.3B | $465.7M | 18 | 0 |
| Apr 2019 | $1.8B | $1.3B | $465.7M | 18 | 0 |
| Mar 2019 | $1.8B | $1.3B | $465.7M | 18 | 0 |
| Mar 2019 | $1.8B | $1.3B | $465.7M | 18 | 0 |
| Aug 2018 | $1.8B | $1.2B | $536.6M | 19 | 0 |
| Aug 2018 | $1.8B | $1.2B | $536.6M | 19 | 0 |
| Aug 2018 | $1.8B | $1.2B | $536.6M | 19 | 0 |
| May 2018 | $1.8B | $1.2B | $536.6M | 19 | 0 |
| Apr 2018 | $1.8B | $1.2B | $536.6M | 19 | 0 |
| Mar 2018 | $1.8B | $1.2B | $536.6M | 19 | 0 |
| Jan 2018 | $1.7B | $881.7M | $823M | 18 | 0 |
| Sep 2017 | $1.7B | $881.7M | $823M | 18 | 400 |
| Aug 2017 | $1.7B | $881.7M | $823M | 18 | 400 |
| Mar 2017 | $1.7B | $881.7M | $823M | 18 | 400 |
| Jan 2017 | $1.8B | $593.9M | $1.2B | 19 | 300 |
| May 2016 | $1.8B | $593.9M | $1.2B | 19 | 300 |
| Mar 2016 | $1.8B | $593.9M | $1.2B | 19 | 300 |
| Mar 2015 | $1.9B | $498.5M | $1.4B | 14 | 300 |
| Dec 2014 | $2.1B | $379M | $1.7B | 14 | 26 |
| Dec 2014 | $2.1B | $379M | $1.7B | 14 | 26 |
| Jun 2014 | $1.5B | $301.1M | $1.2B | 9 | 26 |
| May 2014 | $1.5B | $301.1M | $1.2B | 9 | 26 |
| Apr 2014 | $1.5B | $301.1M | $1.2B | 9 | 26 |
| Mar 2014 | $1.5B | $301.1M | $1.2B | 9 | 26 |
| Dec 2013 | $1.4B | $286.3M | $1.1B | 9 | 26 |
| Mar 2013 | $1.4B | $286.3M | $1.1B | 9 | 26 |
| Aug 2012 | $1.6B | $204.9M | $1.4B | 6 | 26 |
| Jun 2012 | $1.6B | $204.9M | $1.4B | 6 | 26 |
| Apr 2012 | $1.6B | $204.9M | $1.4B | 6 | 26 |
| Mar 2012 | $1.6B | $204.9M | $1.4B | 6 | 26 |
DateMay 2025
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$502M
Employees21
Clients0
DateApr 2025
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$502M
Employees21
Clients0
DateApr 2025
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$502M
Employees21
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$502M
Employees21
Clients0
DateSep 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateAug 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateJul 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateMay 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateApr 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$552.9M
Employees19
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$482.9M
Employees19
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$482.9M
Employees19
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$482.9M
Employees19
Clients0
DateApr 2023
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$482.9M
Employees19
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$482.9M
Employees19
Clients0
DateNov 2022
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$558.4M
Employees17
Clients0
DateMay 2022
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$558.4M
Employees17
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$558.4M
Employees17
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$558.4M
Employees17
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$558.4M
Employees17
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$558.4M
Employees17
Clients0
DateAug 2021
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$595.7M
Employees18
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$595.7M
Employees18
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$595.7M
Employees18
Clients0
DateJul 2020
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$572.3M
Employees23
Clients0
DateJul 2020
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$572.3M
Employees23
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$572.3M
Employees23
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$572.3M
Employees23
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$465.7M
Employees18
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$465.7M
Employees18
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$465.7M
Employees18
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$465.7M
Employees18
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$465.7M
Employees18
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$536.6M
Employees19
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$536.6M
Employees19
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$536.6M
Employees19
Clients0
DateMay 2018
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$536.6M
Employees19
Clients0
DateApr 2018
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$536.6M
Employees19
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$536.6M
Employees19
Clients0
DateJan 2018
Total AUM$1.7B
Discretionary$881.7M
Non-Disc.$823M
Employees18
Clients0
DateSep 2017
Total AUM$1.7B
Discretionary$881.7M
Non-Disc.$823M
Employees18
Clients400
DateAug 2017
Total AUM$1.7B
Discretionary$881.7M
Non-Disc.$823M
Employees18
Clients400
DateMar 2017
Total AUM$1.7B
Discretionary$881.7M
Non-Disc.$823M
Employees18
Clients400
DateJan 2017
Total AUM$1.8B
Discretionary$593.9M
Non-Disc.$1.2B
Employees19
Clients300
DateMay 2016
Total AUM$1.8B
Discretionary$593.9M
Non-Disc.$1.2B
Employees19
Clients300
DateMar 2016
Total AUM$1.8B
Discretionary$593.9M
Non-Disc.$1.2B
Employees19
Clients300
DateMar 2015
Total AUM$1.9B
Discretionary$498.5M
Non-Disc.$1.4B
Employees14
Clients300
DateDec 2014
Total AUM$2.1B
Discretionary$379M
Non-Disc.$1.7B
Employees14
Clients26
DateDec 2014
Total AUM$2.1B
Discretionary$379M
Non-Disc.$1.7B
Employees14
Clients26
DateJun 2014
Total AUM$1.5B
Discretionary$301.1M
Non-Disc.$1.2B
Employees9
Clients26
DateMay 2014
Total AUM$1.5B
Discretionary$301.1M
Non-Disc.$1.2B
Employees9
Clients26
DateApr 2014
Total AUM$1.5B
Discretionary$301.1M
Non-Disc.$1.2B
Employees9
Clients26
DateMar 2014
Total AUM$1.5B
Discretionary$301.1M
Non-Disc.$1.2B
Employees9
Clients26
DateDec 2013
Total AUM$1.4B
Discretionary$286.3M
Non-Disc.$1.1B
Employees9
Clients26
DateMar 2013
Total AUM$1.4B
Discretionary$286.3M
Non-Disc.$1.1B
Employees9
Clients26
DateAug 2012
Total AUM$1.6B
Discretionary$204.9M
Non-Disc.$1.4B
Employees6
Clients26
DateJun 2012
Total AUM$1.6B
Discretionary$204.9M
Non-Disc.$1.4B
Employees6
Clients26
DateApr 2012
Total AUM$1.6B
Discretionary$204.9M
Non-Disc.$1.4B
Employees6
Clients26
DateMar 2012
Total AUM$1.6B
Discretionary$204.9M
Non-Disc.$1.4B
Employees6
Clients26