# LAZARD WEALTH MANAGEMENT LLC

LAZARD WEALTH MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 151032
- Type: SEC-registered investment adviser
- SEC file number: 801-70878
- Location: 30 ROCKEFELLER PLAZA, 48TH FLOOR, NEW YORK, NY, 10020
- Phone: 212-332-4500
- Latest filing: 2012-12-06
- Regulatory AUM: $111.8M
- Discretionary AUM: $111.8M
- Clients: 23
- Accounts: 53

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| SIMON MARC DAVID | CHIEF COMPLIANCE OFFICER | — |
| WARD CHARLES GOULD | DIRECTOR | — |
| PAUL NATHAN ABRAHAM | GENERAL COUNSEL | — |
| BHUTANI ASHISH | DIRECTOR | — |
| STERN ALEXANDER FRANZ | DIRECTOR | — |
| SHELLY THADDEUS RUBEL | CEO & DIRECTOR | — |
| COLLAZO ERIC | CHIEF COMPLIANCE OFFICER | — |
| HOTZ LORI | CHIEF OPERATING OFFICER | — |


## Private funds (2)

Mix: Hedge Fund 1 · Other Private Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LWM PARTNERS OPPORTUNITY MASTER FUND, LTD | Hedge Fund | — | 9 | $10.1M | $100K |
| LWM GROWTH OPPORTUNITIES MASTER FUND, LTD | Other Private Fund | — | 8 | $4.8M | $100K |


## Fund service providers (1)

- administrator: BNY MELLON INVESTMENT SERVICING (U.S.) INC — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151032/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151032/similar
- Related entities: https://search.stillhousedata.com/firm/151032/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151032

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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.