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LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY

· CRD 277030 · IAPD ↗ · 315-925-6887

$120.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY (location n/a) is newly SEC-registered with $120.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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