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LOUNTZIS ASSET MANAGEMENT, LLC

WYOMISSING, PA · CRD 118923 · IAPD ↗ · lountzis.com · (610) 375-2585

$624.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
1Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — LOUNTZIS ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2024 — LOUNTZIS ASSET MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — LOUNTZIS ASSET MANAGEMENT, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — LOUNTZIS ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — LOUNTZIS ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($415.3M -> $504.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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