LCW SERVICES, LLC

CRD

337998

SEC file #

801-134316

EIN

844511300

DBA names

Altura Wealth Advisors

Economics

AUM

$234.9M

AUM band

$100M-$500M

AUM trajectory

—

Client mix

Individuals Other	158
Individuals High Net Worth	103

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 4 advisors

'25'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

VIRGINIA BEACH VA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/10/2026

ADV-W filed at

—

Website

alturawealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LCI LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

LCI LLC

RECJ LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ALTURAWEALTH.COM

Rdap Domain Creation Date

2020-12-17T16:46:46Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002110690

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-11

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001951757-26-000740

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2083

Soi Zip Pct 200k Plus

0.0599

Soi Zip Returns 200k Plus

1,700

Soi Zip Total AGI

2,441,724

Fdic Zip Total Deposits

24,134,502,000

Fdic Zip Branch Count

595

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Resource Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

4669 SOUTH BLVDSTE 105VIRGINIA BEACH, VA 23452

Business

4669 SOUTH BLVDSTE 105VIRGINIA BEACH, VA 23452

Edgar EIN

844511300

Edgar Recent Filings

13F-HR2026-04-27 · 0001951757-26-000740

13F-HR2026-02-11 · 0001951757-26-000419

Fdic Zip Branches Raw

Signet Bank-VirginiaVirginia Beach, VA

Central Fidelity National BankVirginia Beach, VA

Fdic Zip HHI

721.25

Fdic Zip Top Bank Share Pct

16.35

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-12-17T16:46:46Z

Rdap Domain Last Changed

2022-10-30T18:15:44Z

Rdap Nameservers

Ns23.domaincontrol.comNs24.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	93,897
Returns	7,140

Stub 2

AGI	280,484
Returns	7,600

Stub 3

AGI	294,636
Returns	4,790

Soi Zip Total Business Income

55,411

Soi Zip Total Cap Gains

187,697

Soi Zip Total Dividends

43,908

Soi Zip Total Returns

28,370

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