LURIE DAVIS WEALTH MANAGEMENT LLC

LURIE DAVIS WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 142294).

Registration

• CRD: 142294
• Type: Registered investment adviser
• Phone: 781-595-0396
• Latest filing: 2026-07-21

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142294 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search