LOWE WEALTH ADVISORS, LLC

6230 Old Dobbin Lane
Suite 170
Columbia, Maryland 21045
Tel: 443-766-7160

About LOWE WEALTH ADVISORS, LLC

LOWE WEALTH ADVISORS, LLC, formally registered with the SEC as LOWE WEALTH ADVISORS, LLC. The firm was established in 06/22/2011. They have over 6 offices throughout the country.

LOWE WEALTH ADVISORS, LLC is a Columbia, Maryland based Financial Planning firm with nearly $460,210,291 assets under management, offering retirement planning & investment advisory services to 1384 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157906
SEC#	801-72431
Assets Managed by Firm	$460,210,291
No. of Clients	1384
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1384	$460,210,291
Individuals (other than high net worth individuals)	251	$83,413,322
High net worth individuals	164	$371,619,515
Charitable organizations	Fewer than 5 clients	$5,177,454

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