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LM ADVISORS LLC

SAN DIEGO, CA · CRD 153940 · IAPD ↗ · lmadvisors.com · 619-814-1400

$2.88BRegulatory AUM
8Advisory reps
22Employees
1Clients
n/aPlanning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — LM ADVISORS LLC notice-filed in DE, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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