Lawrence Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,127,440
Clients
49
Advisors
1
of 1 employees
About
Lawrence Wealth Management serves individuals, families, trusts and partnerships and also accepts corporate or business clients, providing investment management and financial planning services. The firm offers comprehensive financial planning and, beginning in January 2026, no‑fee tax‑planning support, and it periodically issues newsletters and hosts educational seminars and webinars at no charge.
The firm’s investment approach emphasizes asset allocation as the primary determinant of portfolio risk and return, then implements tailored portfolios using mutual funds, exchange‑traded funds, bonds and individual equities aligned with each client’s goals and risk tolerance. LWM manages accounts on both discretionary and non‑discretionary bases and incorporates tax‑aware techniques such as tax‑loss harvesting and Roth conversion analysis when appropriate.
Compared with many solo independent advisers, LWM is notable for working with business/corporate clients and for offering free educational workshops and tax‑planning services as client benefits. The sole owner also maintains a formal operational and research relationship with Baldwin Management, which provides office space, investment research support, and occasional trade execution assistance under a monthly fee arrangement.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001+: Negotiable
Account minimum: $1,000,000 Fee-only: Fee-only investment advisory firm; no commissions or other compensation received.
Main office
West Conshohocken PA
Advisors at this office
1
Most active in
Colorado · Pennsylvania
Also doing business as
104 Advisor · Lawrence Wealth Management · Lawrence Wealth Management An Affiliate Of Baldwin Investment Ma · Lawrence Wealth Management, LLC · Mab Financial Advisory Services, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)