A complete list of active advisors currently associated with Lewis M. Wallensky Associates
Warmer can help you find a great advisor at Lewis M. Wallensky Associates or one who fits your needs even better.
Lewis M. Wallensky provides financial planning, consulting, and selection/monitoring of third‑party money managers for individual clients. The firm bills directly for planning and consulting engagements and also facilitates implementation through recommended broker‑dealers and insurance products when clients choose to proceed. The firm’s advisory work emphasizes gathering client information, drafting a written financial plan or Personal Investment Policy Statement, and then identifying independent registered investment advisers to manage assets consistent with that plan. Lewis M. Wallensky uses qualitative analysis, third‑party research and due diligence on outside managers rather than running discretionary portfolios in‑house. Distinctive features include that firm personnel are registered representatives of a broker‑dealer (LPL Financial) and are licensed insurance agents, and the brochure discloses that commissions and insurance compensation account for more than half of the firm’s revenue. The firm also reports that it does not actively manage client assets internally (showing $0 managed on a discretionary and non‑discretionary basis as of 12/31/2017) and receives referral/monitoring compensation from third‑party managers it recommends.
To learn more about the advisors currently working at Lewis M. Wallensky Associates, 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 |
|---|---|---|
Los Angeles, CA
| 32
| |
Los Angeles, CA
| 15
| |
Los Angeles, CA
| 57
|
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