Lurie Davis Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Lurie Davis Wealth Management LLC provides customized investment management and financial planning to high‑net‑worth individuals, pension and retirement plans, business owners, and families. The firm offers ongoing investment advice, written financial plans, retirement and college planning, and related services, and reports managing about $4.64 million of client assets on a non‑discretionary basis.
The firm’s investment approach centers on broad asset allocation using mutual funds and exchange‑traded funds, with analysis that can include fundamental, technical, and cyclical methods and periodic (typically quarterly) account reviews. LDWM documents client goals and investment policy statements, works with clients to set risk tolerance and time horizons, and leaves trading and proxy voting authority with clients rather than exercising discretionary authority.
Distinctive features in the brochure include explicit service to pension and retirement plans and a mix of fee arrangements beyond standard percentage‑of‑AUM billing, such as hourly planning engagements, a negotiable retainer option, and a gross‑income based fee method intended to broaden access. The firm does not participate in wrap fee or soft‑dollar programs, does not accept performance‑based fees, and maintains a Code of Ethics and personal‑trade reporting reviewed by its Chief Compliance Officer.
Client services
Financial planning
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Negotiated fixed fees for financial planning agreed in writing at engagement start
$0 - $999,999.99: 1.00% $1,000,000 - $1,999,999.99: 0.75% $2,000,000+: 0.50%
$300.00 per hour for financial planning
Retainer agreements with negotiable annual fees
Minimum fee: $2,000 minimum annual fee, not negotiable unless agreed in writing Fee-only: Financial planning fees at $300/hour or negotiated fixed fees
Main office location
Lurie Davis Wealth Management LLC
Lynn MA, United States
Number of offices
1
Most active in
Lurie Davis Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Massachusetts · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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