Key facts
- LUTHER FOREST WEALTH ADVISORS, L.L.C. is a other based in MALTA, NY.
- LUTHER FOREST WEALTH ADVISORS, L.L.C. reports $1.3M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 142714- Regulatory AUM
- $1.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- MALTA, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LUTHER FOREST WEALTH ADVISORS, L.L.C. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LUTHER FOREST WEALTH ADVISORS, L.L.C.'s AUM?
- LUTHER FOREST WEALTH ADVISORS, L.L.C. manages approximately $1.3M in assets.