# LVW ADVISORS, LLC

LVW ADVISORS, LLC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 159403
- Type: SEC-registered investment adviser
- SEC file number: 801-72830
- Location: 67B MONROE AVENUE, PITTSFORD, NY, 14534
- Phone: 585-267-4900
- Latest filing: 2026-03-24
- Regulatory AUM: $2.5B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $575.3M
- Clients: 19
- Accounts: 2,625

## Business model

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

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Lori Ann Van Dusen | CHIEF EXECUTIVE OFFICER | — |
| Joseph Patrick Zappia | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Reed Wagner | SENIOR PARTNER AND PRINCIPAL | — |
| Richard Alan Dyer | CHIEF OPERATING OFFICER | — |
| VAN ZEE SHERRY ANN | CHIEF EXECUTIVE OFFICER; MANAGER; PRINCIPAL | — |
| PORTER CHRISTINE MARY | CHIEF COMPLIANCE OFFICER | — |
| VAN ZUTPHEN CORNELIUS H | CHIEF OPERATION OFFICER | — |
| HEMIUP VICTORIA ANN | CHIEF COMPLIANCE OFFICER | — |
| PUGLIESE KIM CONGDON | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| ZAPPIA JOSEPH PATRICK | PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Magee Adam N | CHIEF COMPLIANCE OFFICER | — |
| WAGNER JEFFREY REED | SENIOR PARTNER AND PRINCIPAL | — |
| DYER RICHARD ALAN | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159403/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159403/similar
- Related entities: https://search.stillhousedata.com/firm/159403/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159403

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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.