A complete list of active advisors currently associated with David Lurch LLC

Warmer can help you find a great advisor at David Lurch LLC or one who fits your needs even better.

The firm provides portfolio management and financial planning services to individuals, high‑net‑worth clients, and business entities, creating written Investment Policy Statements that document goals, tax considerations, time horizon and risk tolerance. Services include ongoing discretionary portfolio management and one‑time financial plans addressing investments, insurance, tax and retirement planning. The firm’s investment process emphasizes documented client profiles and a mix of analytical techniques — including charting, cyclical, fundamental, quantitative and technical analysis, as well as modern portfolio theory — and typically seeks discretionary trading authority. Portfolios may include mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds/REITs, annuities, private placements and venture capital, and the firm may employ margin, short sales and options strategies. What is distinctive for a firm of this size is the principal’s outside industry registrations: a broker‑dealer representative relationship with UBS Financial Services Inc. and licensure as an insurance agent, both of which the brochure discloses as potential conflicts when commissionable products are recommended and describes procedures to disclose and review. The firm is newly formed (January 2024) and manages roughly $17 million for a small client base, a scale at which offering both advisory services and commission‑based insurance or brokerage products can create overlapping roles the firm says it will mitigate through disclosure and internal review.

To learn more about the advisors currently working at David Lurch LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David A. Lurch	Ft. Lauderdale, FL	17

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