Luther Forest Wealth Advisors, LLC

Luther Forest Wealth Advisors, LLC (CRD# 142714) is a financial advisory firm headquartered in Malta, NY. They manage $72,188,730 in 427 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2715 Route 9, Suite 101, Malta, NY 12020
http://www.lutherforestwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    427
    ACCOUNTS
  • Average Account Value
    $169,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CT, FL, NY

Financial Advisors at Luther Forest Wealth Advisors, LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals