Lawrence Wealth Management

Lawrence Wealth Management (CRD# 147228) is a financial advisory firm headquartered in Dillon, CO. They manage $64,378,840 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
500 Lake Dillon Drive, Unit 3788, Dillon, CO 80435
https://www.lawrencewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $397,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, PA

Financial Advisors at Lawrence Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Richard Lawrence, financial advisor Dillon CO
Richard S. Lawrence
CRD#: 1751936
Dillon, CO

Richard Lawrence (CRD# 1751936) is an Investment Advisor Representative working at Lawrence Wealth Management in Dillon, CO and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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