Lilac Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lilac Wealth is a registered investment adviser formed in 2025 that offers comprehensive wealth management, ongoing financial planning and consulting, and optional bill-pay and bookkeeping services. The firm describes managing custodial accounts across a broad set of securities — including stocks, bonds, ETFs, options, REITs, and digital assets — and, as a small single-advisor practice, reported no assets under management as of December 31, 2025.
The firm’s stated investment approach draws on Modern Portfolio Theory and employs a mix of long-term, short-term, income, hedging, and alternative-investment strategies, with discretionary trading implemented only after written authorization and accounts reviewed at least quarterly. Lilac Wealth also conducts due diligence on cryptocurrency investments and may execute or custody digital-asset exposures through third-party exchanges, OTC desks, or custodians while recommending a qualified custodian for traditional securities.
What distinguishes the firm in its category is its fee model and service mix: the brochure discloses that it does not use the common percentage-of-AUM fee structure and instead relies on negotiable flat fees and flat retainers for administrative services. The firm also documents administrative bill-pay/bookkeeping offerings that can involve standing letters of authorization (with attendant custody safeguards), explicitly addresses digital-asset service arrangements with third-party providers, and notes a principal who holds the CFA charter.
Client services
Expertise
Fee options
Flat fees for financial planning and comprehensive wealth management services as described in fee tiers and schedules
$1 - $3 million: $15,000 per year (flat fee) $3,000,001 - $5 million: $20,000 per year (flat fee) $5,000,001 - $10 million: $30,000 per year (flat fee) $10,000,001 - $25 million: $40,000 per year (flat fee) $25,000,001 - $50 million: $60,000 per year (flat fee) $50,000,001+: Negotiable flat fee
Account minimum: $1,000,000 Minimum fee: Comprehensive Wealth Management fees range from $15,000 to $60,000 per year depending on asset size, negotiable above $50 million; Financial Planning fees up to $20,000 per year; Bill Pay & Bookkeeping fees $2,500-$5,000 per month Fee-only: Fees are flat fees, negotiable, no commissions charged
Main office
Venice CA
Advisors at this office
1
Most active in
California · 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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