LUTHER FOREST WEALTH ADVISORS, L.L.C.

MALTA, New York·4 registered advisors·CRD# 142714
SEC# 801-675060518-899-5904
01

Firm Overview

AUM
$72M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C.

4 registered advisors
Daniel Robert Kumlander
MALTA, New York
Kenneth Edward Hay
MALTA, New York
Robert Richard Roback Jr.
MALTA, New York
Timothy William Pehl
MALTA, New York
05

Office Locations

MALTA, New York
4 advisors

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Data sourced from SEC Form ADV filings. LUTHER FOREST WEALTH ADVISORS, L.L.C. (CRD# 142714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.