LI WEALTH MANAGEMENT INC

LI WEALTH MANAGEMENT INC of MELVILLE, NY is an SEC-registered investment adviser (CRD 331924). Regulatory assets under management: $235K.

Registration

• CRD: 331924
• Type: Registered investment adviser
• Location: 1 HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747
• Phone: 516-444-3377
• Latest filing: 2026-03-05
• Regulatory AUM: $235K
• Discretionary AUM: $235K
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 331924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search