Lambda Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lambda Wealth Management LLC is a registered investment adviser that offers continuous investment advisory and portfolio management services to individuals, high‑net‑worth clients, and small businesses, advising on cash, stocks, mutual funds, bonds and annuities. Although categorized for managers of pooled or institutional assets, the firm’s ADV discloses that at the time of its initial filing it does not have discretionary assets under management.
The firm combines fundamental analysis with modern portfolio theory to construct diversified portfolios and does not recommend alternative investments or charge performance‑based fees. Clients are typically asked to custody assets at a qualified custodian (the ADV notes a common recommendation of Charles Schwab), and advisory fees are charged as a percentage of assets with custodial fee deduction available if authorized.
Noteworthy features include that this is the firm’s first ADV filing and it currently reports no clients or discretionary AUM, and the managing member maintains a concurrent full‑time engineering management role at Corning Optical Communications. The combination of a newly formed, single‑advisor practice with a principal who devotes the majority of their time to an external engineering role, alongside an engineering and MBA background, distinguishes the firm from many peers and may affect advisor availability and early operational development.
Client services
Expertise
Occupation focus
Fee options
$10,000 - $25,000: 2% annually $25,001 - $100,000: 1.5% annually $100,001 - $250,000: 1.25% annually $250,001+: 1% annually
Account minimum: $10,000
Main office
Fort Worth TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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