# LYDIAN WEALTH MANAGEMENT COMPANY, LLC

LYDIAN WEALTH MANAGEMENT COMPANY, LLC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 107659
- Type: SEC-registered investment adviser
- SEC file number: 801-46163
- Location: 2600 TOWER OAKS BOULEVARD, SUITE 300, ROCKVILLE, MD, 20852
- Phone: 301-770-6300
- Latest filing: 2007-03-30
- Regulatory AUM: $5.7B
- Discretionary AUM: $693.9M
- Non-discretionary AUM: $5.0B
- Clients: 51
- Accounts: 7,010

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Peterson Eric | CHIEF INVESTMENT OFFICER; VP OF INVESTMENT MANAGEMENT | Alden, IA |
| ZIER DAVID ROBERT | EXECUTIVE VICE-PRESIDENT; VP/DIRECTOR OF CONSULTING GROUP | — |
| LOCKSHIN STEVEN DAVID | CEO/DIRECTOR | — |
| PUTTERMAN ANDREW | CFO/PRESIDENT/DIRECTOR; COO/CFO/PRESIDENT; COO/CFO/PRESIDENT/DIRECTOR (+2 more) | — |
| ELLIOTT DAVID BRUCE | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; DIRECTOR OF FINANCE | — |
| MEYER STEVEN DANIEL | VICE PRESIDENT | — |
| WILHOIT STEPHEN CARSON | DIRECTOR | — |
| ROGOZINSKI MARK | CHIEF OPERATING OFFICER | — |
| MCINTYRE JAMES | DIRECTOR | — |
| VOWINKEL BRIAN RUSSELL | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107659/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107659/similar
- Related entities: https://search.stillhousedata.com/firm/107659/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107659

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.