SourcingSourcing

LGL PARTNERS, LLC

C38
CRD 289784·SEC 801-111688·PHILADELPHIA, PA
AUM
$1.71B
$1B+
Est. Revenue
$17.1M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$41.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LGL PARTNERS, LLC
CRD
289784
SEC file #
801-111688
EIN
000000000
DBA names
—

Economics

AUM
$1.71B
AUM band
$1B+
AUM trajectory
'20'26
$1.77B → $1.71B▼ -4%
Client mix
Individuals High Net Worth36
Pooled Investment Vehicles3

Operations

Employees (total)
38
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
13 advisors → 24 advisors▲ +85%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FWM HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FWM HOLDINGS, LLC
BLOOMFIELD, KEITH, MITCHELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001653202
Edgar Registered
Yes
Edgar Filing Count
44
Edgar First Filing Date
2016-02-11
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
42
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001653202-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4153
Soi Zip Pct 200k Plus
0.1721
Soi Zip Returns 200k Plus
630
Soi Zip Total AGI
613,016
Fdic Zip Total Deposits
98,951,361,000
Fdic Zip Branch Count
515
Fdic Zip Top Banks
PNC Bank, National Association
Citizens Bank of Pennsylvania

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity12
E*trade4
Interactive Brokers2
Jpmorgan2
Edgar Addresses
Mailing
TWO LIBERTY PLACE50 S. 16TH STREET, SUITE 3440PHILADELPHIA, PA 19102
Business
TWO LIBERTY PLACE50 S. 16TH STREET, SUITE 3440PHILADELPHIA, PA 19102
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001653202-26-000002
13F-HR2026-02-09 · 0001653202-26-000001
Fdic Zip Branches Raw
Meridian BankPhiladelphia, PA
Meridian BankPhiladelphia, PA
Fdic Zip HHI
2723.11
Fdic Zip Top Bank Share Pct
50.01
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,532
Returns450
Stub 2
AGI20,013
Returns540
Stub 3
AGI41,232
Returns660
Soi Zip Total Business Income
22,011
Soi Zip Total Cap Gains
47,760
Soi Zip Total Dividends
41,576
Soi Zip Total Returns
3,660
Trust Company Affiliate
Yes

People (4)

4
BLOOMFIELD, KEITH, MITCHELL
Executive Officer · 2.5%
5256516
ANDREW PATRICK MEHALKO
Executive Officer · 2.5%
1739679
ORTIZ, PETER, MARC
Executive Officer · 2.5%
4489860
JONATHAN RICHARD WALSH
Executive Officer · 2.5%
4961248