# LBA WEALTH MANAGEMENT, LLC

LBA WEALTH MANAGEMENT, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 113309
- Type: SEC-registered investment adviser
- SEC file number: 801-70003
- Location: 501 RIVERSIDE AVENUE, SUITE 800, JACKSONVILLE, FL, 32202
- Phone: 904.396.4015
- Latest filing: 2017-03-31
- Regulatory AUM: $349.7M
- Discretionary AUM: $349.7M
- Clients: 6
- Accounts: 829

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| White Robert | DIRECTOR; MEMBER | Long Beach, CA |
| ALBANEZE DAVID THOMAS | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF INVESTMENT STRATEGIST & CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF INVESTMENT STRATEGIST | — |
| PHILLIPS RICHARD LEE | MEMBER | — |
| CUMMINGS WILLIAM FRANCIS | DIRECTOR; MEMBER | — |
| REYNOLDS THOMAS EDWARD | MEMBER | — |
| BROCK DAVID | MEMBER; PRESIDENT | — |
| BRINSON DAVID ALEX | MEMBER; VICE PRESIDENT, DIRECTOR | — |
| HINCKLEY ROBERT WILLIAM | MEMBER; SECRETARY, DIRECTOR | — |
| PARSONS HARRY MAXWELL | MEMBER; TREASURER, DIRECTOR | — |
| VON STEIN NEAL JAMES | MANAGING MEMBER, VICE PRESIDENT; MEMBER | — |
| BROCK CHARLES | MEMBER | — |
| JONES GERALDINE BEASLEY | MEMBER, CHIEF OPERATING & CHIEF COMPLIANCE OFFICER | — |
| SHELTON WILLIAM GARLAND | DIRECTOR; MEMBER | — |
| MORROW WILLIAM RILEY | DIRECTOR; MEMBER | — |
| BEAVER CATHERINE MORRISEY | MEMBER | — |
| BRUST LEEANN MENGEL | MEMBER | — |
| CASTETTER CURTIS LEE | MEMBER | — |
| GRENADIER EDWARD JAY | MEMBER | — |
| HARRELL MARY CAROLINE | MEMBER | — |
| HOWIE DAVID WILLIAM | MEMBER | — |
| LANIGAN SCOTT WILLIAM | DIRECTOR; MEMBER | — |
| LASHLEY-RICHARDSON SHANNON ELAINE | MEMBER | — |
| STEADMAN SCOTT ALLEN | MEMBER | — |
| TRAYNER JAMIE LYNNE | MEMBER | — |
| VONDOLTEREN CINDY MEIDE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113309/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113309/similar
- Related entities: https://search.stillhousedata.com/firm/113309/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113309

---

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.