L
LTS Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,495
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$16,495
About
LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses, offering both discretionary and non-discretionary portfolio management, asset allocation, and implementation across equities, fixed income, mutual funds, and ETFs. Financial planning services — which can be delivered as part of an AUM relationship or as separate, hourly engagements — address retirement planning, tax-efficient strategies, budgeting, college planning, and basic estate considerations.
The firm describes an investment process that combines quantitative and qualitative methods, including fundamental, macroeconomic, cyclical, special-situation, and technical analysis, with a strategic asset-allocation framework and a long-term orientation while permitting tactical adjustments. It also integrates tax-aware practices where appropriate and may employ limited options strategies (covered calls and protective puts) for income or downside management in suitable client accounts.
Notable aspects of the practice include its recent formation and modest disclosed assets under management ($16,495 as of December 31, 2025) and the principal’s continued professional roles in public education and service on the New York State Teacher Retirement System delegation and pension committee, which may inform experience with pension-plan issues and education-sector clients. The brochure also discloses a willingness to provide discounted or pro bono services and to work with small-business clients, indicating flexibility in serving community-oriented or nonstandard client arrangements.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Options & derivatives strategies
Fee options
Maximum 1.25% annually, negotiable and may be lower
Financial planning fees typically $150 to $300 per hour, negotiated in some cases
Main office location
LTS Wealth Management
120 E Washington Street Suite 415
Syracuse NY 13202, United States
Number of offices
2
Most active in
LTS Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
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
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")