L

LPM Advisors, LLC

Updated today

Client assets under management

$0

Clients

26

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$0

About

LPM Advisors, LLC serves a small number of clients by providing advisory referral services and complementary business-management support rather than acting as an investment manager. The firm’s senior personnel are licensed CPAs and offer tax, accounting and bill-paying services alongside referrals to independent registered investment advisers.

LPMA evaluates a client’s circumstances and recommends independent registered investment advisers (IRIAs) who then enter into separate advisory agreements and manage client accounts; LPMA does not exercise investment discretion and reported $0 in assets under management. The firm is compensated by the selected IRIA through a share of the adviser’s fee for referrals and directs clients to review the IRIA’s disclosure brochure for full details on services and custody.

A distinctive aspect of the firm is its operational affiliation with an accountancy practice, with firm principals spending the majority of their time on accounting and business-management activities, which can create integrated tax/accounting and referral relationships. LPMA does not provide portfolio management or charge percentage-of-assets fees itself, and it discloses the referral compensation arrangement and related conflicts while describing due-diligence and disclosure practices intended to address those conflicts.

Client services

Selection of other advisers Solicitor

Expertise

Wealth management

Fee options

Other

Account minimum: $100,000 Minimum fee: $500 annual minimum fee, may be waived at firm's discretion

Main office location

LPM Advisors, LLC

16027 Ventura Blvd, Suite 301

Encino CA 91436, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Anthony P

Series 65

Encino, CA

LPM Advisors, LLC

Anthony Peyrot is a financial advisor with Lpm Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Dunn, Pariser & Peyrot since 2017 and at Freemark Financial, LLP from 2012 to 2017. In addition to his advisory work, he serves as Vice President at an accounting and business management firm where he is involved in accounting and tax preparation. Lpm Advisors, LLC is a state-registered, referral-focused advisory firm that serves individuals, trusts, retirement plans, charitable organizations, and business entities by recommending independent registered investment advisers. The firm does not manage portfolios directly but assesses client needs to refer to advisers whose investment philosophies align with those needs, operating primarily in a referral and due-diligence capacity.

Wealth management
user avatar

Bruce L

Series 65

Encino, CA

LPM Advisors, LLC

Bruce Lagnese is a financial advisor at LPM Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at VOR Management, Inc. for 11 years prior to his current role. LPM Advisors, LLC is a referral-focused advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities by recommending independent registered investment advisers for portfolio management. The firm does not manage assets directly but conducts due diligence and monitoring of third-party advisers while maintaining a close affiliation with the accounting profession through its licensed CPA principals.

Wealth management
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