SourcingSourcing

L.D. LOWE WEALTH ADVISORY, INC.

B61
CRD 136596·SEC 801-64775·RICHARDSON, TX
AUM
$118.8M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$356K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
L.D. LOWE WEALTH ADVISORY, INC.
CRD
136596
SEC file #
801-64775
EIN
—
DBA names
Ld Lowe Wealth Advisory

Economics

AUM
$118.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$130.6M → $118.8M▼ -9%
Client mix
Individuals Other238
Individuals High Net Worth26

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
7 advisors → 2 advisors▼ -71%
Primary office
RICHARDSON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
instagram.com/ldlowewealthadvisory(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Brewer, Taylor, Nicole
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Brewer, Taylor, Nicole
MCCARTHY, MOLLY, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Equity Trust1
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6632339
Trust Company Affiliate
No

People (2)

2
MCCARTHY, MOLLY, RENEE
IAR · Direct Owner · 62.5%
5150424
Brewer, Taylor, Nicole
Direct Owner · 62.5%
6632339