Be advised. This firm is no longer registered.

Lbi Wealth Management, LLC

Lbi Wealth Management, LLC (CRD# 155641) is a financial advisory firm headquartered in Saddle River, NJ. They manage $1,726,247,575 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,726
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $8,631,238
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Lbi Wealth Management, LLC
No Advisor Found.
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