LENOX WEALTH ADVISORS, LLC

WEALTHSPIRE ADVISORS
NEW YORK, New York·8 registered advisors·CRD# 158380
SEC# 801-729142212-602-4500
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LENOX WEALTH ADVISORS, LLC

8 registered advisors
Christina Dawn Cade
NEW YORK, New York
David Bradley Schrohe
NEW YORK, New York
David M Carter
NEW YORK, New York
Gregory Karl Large
NEW YORK, New York
Gregory Kevin Reynholds
NEW YORK, New York
Michael Andrew Book
NEW YORK, New York
Rick Pierce Van Benschoten
NEW YORK, New York
Stephanie Scherr Olson
NEW YORK, New York
05

Office Locations

NEW YORK, New York
8 advisors

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Data sourced from SEC Form ADV filings. LENOX WEALTH ADVISORS, LLC (CRD# 158380) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.