# LD LOWE WEALTH ADVISORY

LD LOWE WEALTH ADVISORY of RICHARDSON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 136596
- Type: SEC-registered investment adviser
- SEC file number: 801-64775
- Location: 1100 EAST CAMPBELL ROAD, RICHARDSON, TX, 75081
- Phone: 972-335-2523
- Latest filing: 2026-03-30
- Regulatory AUM: $118.8M
- Discretionary AUM: $118.8M
- Clients: 8
- Accounts: 677

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Molly Renee Mccarthy | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND AML OFFICER | — |
| Taylor Nicole Brewer | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER (CCO AS OF 5/2023) | — |
| GOLDBERG SHARON MARLA | CHIEF COMPLIANCE OFFICER | — |
| LOWE LLOYD DANIEL | PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| LOWE LUCINDA ANN | VICE PRESIDENT | — |
| BONAR ETHAN ARROW | CHIEF COMPLIANCE OFFICER | — |
| PANTUSO WILLIAM M | CCO | — |
| BREWER WILLIAM SHANE | LEAD WEALTH ADVISOR | — |
| PANTUSO WILLIAM MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| Brewer Taylor Nicole | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER (CCO AS OF 5/2023) | — |
| Chastant Lauren | CHIEF COMPLIANCE OFFICER | — |
| BREWER WILLIAM KELLY | CHIEF INFORMATION SECURITY OFFICER, SECRETARY | — |
| MCCARTHY MOLLY RENEE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND SENIOR MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136596/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136596/similar
- Related entities: https://search.stillhousedata.com/firm/136596/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136596

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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.