Lbt Wealth Management, LLC

Lbt Wealth Management, LLC (CRD# 155340) is a financial advisory firm headquartered in Iselin, NJ. They manage $7,250,043 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
33 Wood Ave. South, Suite 600, Suite 600, Iselin, NJ 08830
https://www.lbtwealth.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $72,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Lbt Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Taborda, financial advisor Iselin NJ
Richard Taborda
CRD#: 1970810
Iselin, NJ

Richard Taborda (CRD# 1970810) is an Investment Advisor Representative working at Lbt Wealth Management, LLC in Iselin, NJ and has over 13 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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