LOTUSMENT ADVISORS, LLC

LOTUSMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 310413). Regulatory assets under management: $8.4M.

Registration

• CRD: 310413
• Type: Registered investment adviser
• Phone: 425-357-8436
• Latest filing: 2026-03-23
• Regulatory AUM: $8.4M
• Discretionary AUM: $6.8M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310413 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search