What is LD Lowe Wealth Advisory's NAICS code?

LD Lowe Wealth Advisory's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale Small firm with 2-10 employees but solid client service commitment suggests an opportunity to upsell premium advisory services, broader financial planning capabilities, and personalized family office offerings to high-net-worth individuals in the local or regional market.

Compliance credibility As an SEC Registered Investment Advisor with a stated emphasis on client service and transparent communications, there is potential to leverage their regulatory stance to attract clients seeking fiduciary safeguards and independent advice, especially among education- and philanthropy-focused prospects.

Tech groundwork Existing tech stack includes AWS, Google Cloud CDN, Node.js, and analytics tooling, indicating openness to digital servicing improvements. Sales opportunities exist around enhanced client portals, cybersecurity upgrades, data analytics for portfolio monitoring, and scalable back-office solutions.

Revenue band Current revenue range of 10M-25M places the firm in a growth-ready segment likely exploring scale efficiencies, partner integrations, and outsourced investment operations. This opens doors for vendor partnerships in custodian integrations, RIA aggregations, or technology-enabled operational outsourcing.

Service differentiation Strong emphasis on superior client service and annual reviews signals prospect focus on relationship depth. Opportunities exist to offer premium communication platforms, client experience enhancements, and targeted marketing tools to attract clients seeking high-touch financial planning and holistic life goals.

LD Lowe Wealth Advisory Tech Stack

LD Lowe Wealth Advisory uses 8 technology products and services including Calendly, Amazon Web Services, Drupal, and more. Explore LD Lowe Wealth Advisory's tech stack below.

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Drupal

Content Management System

Wix

Content Management System

Wix eCommerce

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

LD Lowe Wealth Advisory Email Formats	Example	Percentage
First@ldloweplan.com	John@ldloweplan.com	80%
Last@ldloweplan.com	Doe@ldloweplan.com	20%

LD Lowe Wealth Advisory Email Formats

Example

Percentage

First@ldloweplan.com

John@ldloweplan.com

80%

Last@ldloweplan.com

Doe@ldloweplan.com

20%

Frequently Asked Questions

What is LD Lowe Wealth Advisory's phone number?

You can contact LD Lowe Wealth Advisory's main corporate office by phone at

+1-972-335-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LD Lowe Wealth Advisory's official website and social media links?

LD Lowe Wealth Advisory's official website is ldloweplan.com and has social profiles on LinkedIn.

How much revenue does LD Lowe Wealth Advisory generate?

As of September 2026, LD Lowe Wealth Advisory's annual revenue is estimated to be $10M - $25M.

What is LD Lowe Wealth Advisory's SIC code and NAICS code?

LD Lowe Wealth Advisory's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does LD Lowe Wealth Advisory have currently?

As of September 2026, LD Lowe Wealth Advisory has approximately 8 employees across 1 continents, including North America. Key team members include Founder And President: E. G., Paraplanner: K. J. and Tax Associate: H. D. Explore LD Lowe Wealth Advisory's employee directory with LeadIQ.

What industry does LD Lowe Wealth Advisory belong to?

LD Lowe Wealth Advisory operates in the Financial Services industry.

What technology does LD Lowe Wealth Advisory use?

LD Lowe Wealth Advisory's tech stack includes Calendly, Amazon Web Services, Drupal, Wix, Wix eCommerce, Microsoft 365, Google Cloud and Sentry.

What is LD Lowe Wealth Advisory's email format?

LD Lowe Wealth Advisory's email format typically follows the pattern of First@ldloweplan.com. Find more LD Lowe Wealth Advisory email formats with LeadIQ.

When was LD Lowe Wealth Advisory founded?

LD Lowe Wealth Advisory was founded in 1993.

LD Lowe Wealth Advisory

Q: How many employees does LD Lowe Wealth Advisory have currently?

LD Lowe Wealth Advisory has approximately 8 employees.

Q: What technology does LD Lowe Wealth Advisory use?

LD Lowe Wealth Advisory's tech stack includes jQuery, Envoy, Priority Hints, Office 365, ShareThis.

Financial ServicesTexas, United States2-10 Employees

LD Lowe Wealth Advisory operates in the financial services sector as a registered investment adviser. Based in Richardson, Texas, the firm emphasizes a client-centered approach, aiming to align financial planning with each individual’s long-term goals, such as funding education, supporting family needs, starting a business, philanthropy, home ownership, and tax-efficient returns. The company stresses ongoing client service, including timely communication, portfolio monitoring, and annual reviews to discuss progress toward goals. With a small team, the firm positions itself as providing personalized advisory services, under the regulatory framework of the SEC, while encouraging potential clients to evaluate the advisor’s experience and track record. The description highlights a focus on building a bridge between present plans and future financial outcomes, underscoring a commitment to prioritizing client needs and securing their financial future.

Insights

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