Lawrence Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,127,440
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
53% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$1,614,846
About
Lawrence Wealth Management serves individuals, families, trusts and partnerships and also accepts corporate or business clients, providing investment management and financial planning services. The firm offers comprehensive financial planning and, beginning in January 2026, no‑fee tax‑planning support, and it periodically issues newsletters and hosts educational seminars and webinars at no charge.
The firm’s investment approach emphasizes asset allocation as the primary determinant of portfolio risk and return, then implements tailored portfolios using mutual funds, exchange‑traded funds, bonds and individual equities aligned with each client’s goals and risk tolerance. LWM manages accounts on both discretionary and non‑discretionary bases and incorporates tax‑aware techniques such as tax‑loss harvesting and Roth conversion analysis when appropriate.
Compared with many solo independent advisers, LWM is notable for working with business/corporate clients and for offering free educational workshops and tax‑planning services as client benefits. The sole owner also maintains a formal operational and research relationship with Baldwin Management, which provides office space, investment research support, and occasional trade execution assistance under a monthly fee arrangement.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Tax planning
Expertise
Tax-loss harvesting
Roth conversion strategy
Social Security optimization
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001+: Negotiable
Account minimum: $1,000,000 Fee-only: Fee-only investment advisory firm; no commissions or other compensation received.
Most active in
Lawrence Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")