Lauren Paige Martin

CFP

Lnw

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Lnw

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

567 clients

Average Client Portfolio

$8.0M average

Assets Under Management

$4.5B

Fee Structure

Minimum Investment:$10M

Financial Planning:Included in AUM fee

Location

Philadelphia, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Lnw

February 2022 - Present · 4 yrs

Previous Registrations

Wealthspire Advisors

January 2021 - February 2022 · 1 yr 1 mo

Wealthspire Advisors

November 2017 - December 2020 · 3 yrs 1 mo

Threshold Group, LLC

May 2010 - December 2017 · 7 yrs 7 mos

Convergent Wealth Advisors, LLC

May 2007 - April 2010 · 2 yrs 11 mos

Lydian Wealth Management Company, LLC

November 2006 - May 2007 · 6 mos

State Registrations2 states

PAWA

Advisor

Exams

No exam information available for this advisor.