Lba Wealth Management, LLC is a large advisory firm based in Jacksonville. It manages $349.71 million of regulatory assets for 829 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.
Lba Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lba Wealth Management, LLC is $349.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lba Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lba Wealth Management, LLC performs its advisory services is located at 501 Riverside Avenue, Jacksonville, FL 32202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904.396.4015 or by fax 904.399.4012. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thelbagroup.com.