Lazarus Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,000,000
Total clients
225
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
225
Average account size
$226,667
About
Lazarus Wealth Management provides advisory and portfolio management services to individuals and high‑net‑worth individuals, offering both discretionary and non‑discretionary management as well as financial planning. The firm sponsors a wrap fee program through a third‑party platform and reports serving about 225 clients with no stated account minimum.
The firm’s investment process draws on cyclical, fundamental and technical analysis and employs mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), TIPS and other securities; strategies may include long‑ and short‑term trading, short sales, margin and options. Portfolio performance is reviewed quarterly and client accounts are reviewed at least annually, with the firm acting as portfolio manager for wrap accounts on LPL Financial’s Strategic Wealth Management platform.
Noteworthy aspects include its role as sponsor and manager of a wrap fee program on LPL’s SWM II platform, under which the firm pays transaction charges and absorbs many trading costs — a structure that can create incentives to limit trading activity or influence share‑class selection. The firm’s principal is also an independent licensed insurance agent and a registered representative of LPL, which introduces potential conflicts around recommendations of insurance or commissionable products; the firm manages roughly $51 million in assets across a relatively large client base for an independent advisory firm.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $250,000: 2.00% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Main office location
Lazarus Wealth Management LLC
Alvord TX, United States
Number of offices
1
Most active in
Lazarus Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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