LAMBDA WEALTH MANAGEMENT LLC

LAMBDA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 338971).

Registration

• CRD: 338971
• Type: Registered investment adviser
• Phone: 817-715-5659
• Latest filing: 2026-01-16
• Clients: 1

Business model

Compensation: % of AUM.

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 338971 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search