Llbh Private Wealth Management, LLC

Llbh Private Wealth Management, LLC (CRD# 152569) is a financial advisory firm headquartered in Westport, CT. They manage $1,384,210,978 in 3,681 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,384
    MILLION
  • Total Number of Accounts
    3,681
    ACCOUNTS
  • Average Account Value
    $376,042
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, NH, NJ, NY, TX, VA

Financial Advisors at Llbh Private Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Susan E. Kowalsky
CRD#: 2017344
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
96
Wealthminder
score

Susan Kowalsky (CRD# 2017344) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 27 years of experience in the finance industry. Susan Kowalsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Emily C. Fenn
CRD#: 5859840
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Emily Fenn (CRD# 5859840) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 6 years of experience in the finance industry.

3
Jeffrey Z. Kalapos
CRD#: 4997769
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Jeffrey Kalapos (CRD# 4997769) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 11 years of experience in the finance industry.

4
James K. Pratt-Heaney
CRD#: 1514331
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

James Pratt-Heaney (CRD# 1514331) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 31 years of experience in the finance industry.

5
Matthew H. Wu
CRD#: 5247351
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Matthew Wu (CRD# 5247351) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 7 years of experience in the finance industry.

6
Jeffrey M. Byers
CRD#: 6030208
2121 Avenue Of The Stars, Suite 2300, Los Angeles, CA 90067
91
Wealthminder
score

Jeffrey Byers (CRD# 6030208) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry. Jeffrey Byers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Sarah Simon
CRD#: 6265902
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
89
Wealthminder
score

Sarah Simon (CRD# 6265902) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 4 years of experience in the finance industry.

8
Sarah C. Marriott
CRD#: 6518303
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
87
Wealthminder
score

Sarah Marriott (CRD# 6518303) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has 1 year of experience in the finance industry.

9
Uliana G. Rymar
CRD#: 6472278
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
87
Wealthminder
score

Uliana Rymar (CRD# 6472278) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has 1 year of experience in the finance industry.

10
Michael J. Kazakewich
CRD#: 3176535
Riverside Plaza, 33 Riverside Avenue, Westport, CT 06880
86
Wealthminder
score

Michael Kazakewich (CRD# 3176535) is an Investment Advisor Representative working at Llbh Private Wealth Management, LLC in Westport, CT and has over 17 years of experience in the finance industry. Michael Kazakewich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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