Lm Advisors LLC

$2.88BAssets under management
as of Mar 2026 · SEC Form ADV
San Diego, CA
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Tech stack

No one at Lm Advisors LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Lm Advisors LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Morgan Stanley
Per Form ADV · $1.3B held · filed Mar 2024
J.P. Morgan
Per Form ADV · $213M held · filed Mar 2024
Performance Reporting