← Tributary

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

NEW YORK, NY · CRD 169980 · IAPD ↗ · llfadvisors.com · 212-319-8903

$84.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC reported RAUM up 25% ($67.3M -> $84.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC changed its website from livianco.com to llfadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
May 2024 — LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC changed its website from llfadvisors.com to livianco.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC notice-filed in TX.
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.