LONG RUN WEALTH ADVISORS, LLC

55 Barn Road
Suite 206
Lake Placid, New York 12946
Tel: 518-523-8050

About LONG RUN WEALTH ADVISORS, LLC

LONG RUN WEALTH ADVISORS, LLC, formally registered with the SEC as LONG RUN WEALTH ADVISORS, LLC. The firm was established in 12/09/2020. They have over 1 offices throughout the country.

LONG RUN WEALTH ADVISORS, LLC is a Lake Placid, New York based Financial Planning firm with nearly $514,203,877 assets under management, offering retirement planning & investment advisory services to 2062 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311415
SEC#	801-119953
Assets Managed by Firm	$514,203,877
No. of Clients	2062
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2062	$514,203,877
Individuals (other than high net worth individuals)	704	$114,624,116
High net worth individuals	187	$365,897,016
Charitable organizations	17	$9,099,616
Corporations or other businesses	16	$24,583,129

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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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