Insights

Recognized Industry Leadership LVW Advisors is ranked among Forbes/SHOOK America's Top RIA Firms for 2023 and 2025, demonstrating its strong reputation and credibility in the high-net-worth advisory space, making it a trusted partner for premium service offerings.

High-Net-Worth Focus The firm specializes in serving wealthy families, nonprofit institutions, and private foundations, suggesting opportunities to tailor premium investment, estate planning, and wealth management solutions for clients seeking sophisticated financial strategies.

Consistent Asset Growth Recent investments in equities such as iShares Russell 1000 Value ETF and TJX Companies indicate active portfolio management and potential for cross-sell of alternative investments, financial planning, and tax-efficient strategies.

Technology-Enabled Services LVW employs advanced cloud-based tools and SEO optimization for their digital presence, providing a gateway for selling additional technological solutions or digital marketing services to enhance their client engagement and operational efficiency.

Market Expansion Potential With a mid-sized team and a growing revenue base of up to $50 million, LVW Advisors presents opportunities to expand service offerings, including outsourced CFO services, investment banking, and risk management, to deepen client relationships and attract affluent clients.

LVW Advisors Tech Stack

LVW Advisors uses 8 technology products and services including Amazon Web Services, Cloudflare, Slick, and more. Explore LVW Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Slick
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Elementor
    Page Builders
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • HTTP/3
    Web & Portal Technology

Media & News

LVW Advisors's Email Address Formats

LVW Advisors uses at least 1 format(s):
LVW Advisors Email FormatsExamplePercentage
FLast@lvwadvisors.comJDoe@lvwadvisors.com
45%
FMiddleLast@lvwadvisors.comJMichaelDoe@lvwadvisors.com
7%
Middle@lvwadvisors.comMichael@lvwadvisors.com
3%
FLast@lvwadvisors.comJDoe@lvwadvisors.com
45%

Frequently Asked Questions

What is LVW Advisors's phone number?

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You can contact LVW Advisors's main corporate office by phone at . 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 LVW Advisors's stock symbol?

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LVW Advisors is a publicly traded company; the company's stock symbol is N/A.

What is LVW Advisors's official website and social media links?

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LVW Advisors's official website is lvwadvisors.com and has social profiles on LinkedIn.

What is LVW Advisors's SIC code NAICS code?

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LVW Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does LVW Advisors have currently?

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As of December 2025, LVW Advisors has approximately 19 employees across 2 continents, including North AmericaEurope. Key team members include Founder And Ceo: L. V. D.Founder And Chief Executive Officer: D. L. V.Founder And Chief Executive Officer: L. V.. Explore LVW Advisors's employee directory with LeadIQ.

What industry does LVW Advisors belong to?

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LVW Advisors operates in the Investment Management industry.

What technology does LVW Advisors use?

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LVW Advisors's tech stack includes Amazon Web ServicesCloudflareSlickSWFObjectElementorPriority HintsYoast SEOHTTP/3.

What is LVW Advisors's email format?

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LVW Advisors's email format typically follows the pattern of FLast@lvwadvisors.com. Find more LVW Advisors email formats with LeadIQ.

When was LVW Advisors founded?

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LVW Advisors was founded in 2011.

LVW Advisors

Investment ManagementNew York, United States11-50 Employees

LWV Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.  Our firm provides a full-suite of sophisticated services including research, investment and wealth management, financial planning and consulting to high net-worth individuals, trusts, estates, private foundations and business entities.

Recognized for experience in alternatives and have a reputation in the financial and investment community for our advice and expertise, we apply the discipline and rigor of our institutional business to all client segments and are accountable, transparent and continually re-underwrite each of our investments.  We believe reputation in industry, experience, institutional client base and network gives LVW unique access to investment ideas.  

Our open-source approach allows our team to leverage insight and research from providers with subject matter and asset class expertise. With our focus on you and your investments, we support individual families and institutions with sophisticated strategies in the areas of outsourced CFO and tax services, investment banking and lending, and estate planning and risk management, all done with our client’s interests above all else.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    LVW Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    LVW Advisors's revenue is estimated to be in the range of $25M$50M

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