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LVW ADVISORS, LLC

PITTSFORD, NY · CRD 159403 · IAPD ↗ · 585-267-4900

$2.47BRegulatory AUM
11Advisory reps
19Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2025 — LVW ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — LVW ADVISORS, LLC notice-filed in TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
September 2024 — LVW ADVISORS, LLC changed its website from focusfinancialpartners.com to lvwadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — LVW ADVISORS, LLC notice-filed in CO.
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.