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LOWERY THOMAS, LLC

· CRD 110058 · IAPD ↗ · lowerythomas.com · 831-230-6380

$385.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — LOWERY THOMAS, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — LOWERY THOMAS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.