LOFTUS WEALTH STRATEGIES

LOFTUS WEALTH STRATEGIES is an SEC-registered investment adviser (CRD 316582). Regulatory assets under management: $57.1M.

Registration

• CRD: 316582
• Type: Registered investment adviser
• Phone: 302-251-8901
• Latest filing: 2026-01-20
• Regulatory AUM: $57.1M
• Discretionary AUM: $51.0M
• Non-discretionary AUM: $6.1M
• Clients: 2
• Accounts: 179

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316582 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search