← Tributary

LD LOWE WEALTH ADVISORY

RICHARDSON, TX · CRD 136596 · IAPD ↗ · 972-335-2523

$118.8MRegulatory AUM
2Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — LD LOWE WEALTH ADVISORY shrank from 5 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — LD LOWE WEALTH ADVISORY grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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