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LOTUS INVESTMENT ADVISORS

RYE, NY · CRD 172638 · IAPD ↗ · 917-208-8661

$30.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2025 — LOTUS INVESTMENT ADVISORS reported RAUM down 46% ($46.0M -> $25.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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