LBH WEALTH ADVISORS

LBH WEALTH ADVISORS is an SEC-registered investment adviser (CRD 326458). Regulatory assets under management: $5.2M.

Registration

• CRD: 326458
• Type: Registered investment adviser
• Phone: 256-693-7297
• Latest filing: 2025-01-08
• Regulatory AUM: $5.2M
• Non-discretionary AUM: $5.2M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search