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L2 ASSET MANAGEMENT, LLC

· CRD 172688 · IAPD ↗ · l2asset.com · 5083507150

$1.27BRegulatory AUM
4Advisory reps
8Employees
3Clients
51-100Planning clients
2Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — L2 ASSET MANAGEMENT, LLC notice-filed in CA, NV, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — L2 ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — L2 ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($819.6M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — L2 ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.3M -> $819.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2025 — L2 ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
66
April 2024 — L2 ASSET MANAGEMENT, LLC reported RAUM up 45% ($326.5M -> $473.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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