# L&L Partners Wealth Management, LLC

> L&L Partners Wealth Management, LLC is an SEC-registered investment advisory firm in Suffern, NY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 140077
- Filed as: L&L PARTNERS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Suffern, NY
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140077
- AdvisorCensus page: https://advisorcensus.com/firm/l-and-l-partners-wealth-management-llc-suffern-ny-140077

## Quick answers

**How is L&L Partners Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), L&L Partners Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does L&L Partners Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Up to $100,000: 2.5% a year; $100,000 to $500,000: 2.25% a year; $500,000 to $1,500,000: 2% a year; $1,500,000 to $2,500,000: 1.75% a year; $2,500,000 to $5,000,000: 1.5% a year; Above $5,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is L&L Partners Wealth Management, LLC located?**
L&L Partners Wealth Management, LLC's principal office is in Suffern, NY, according to its Form ADV.

**Is L&L Partners Wealth Management, LLC registered with the SEC or a state?**
L&L Partners Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 140077.

**How much does L&L Partners Wealth Management, LLC manage?**
L&L Partners Wealth Management, LLC reports $81,801,519 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (90% discretionary).

**How have L&L Partners Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for L&L Partners Wealth Management, LLC: Regulatory assets under management: $59,101,730 in the October 2021 data and $81,801,519 in the October 2026 data, up 38%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does L&L Partners Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (28); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does L&L Partners Wealth Management, LLC use?**
L&L Partners Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does L&L Partners Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140077

**Does L&L Partners Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "There is an account minimum of $100,000, which may be waived by L&L in its discretion."

**What changed in L&L Partners Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $70,475,833 to $81,801,519 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Up to $100,000: 2.5% a year
- $100,000 to $500,000: 2.25% a year
- $500,000 to $1,500,000: 2% a year
- $1,500,000 to $2,500,000: 1.75% a year
- $2,500,000 to $5,000,000: 1.5% a year
- Above $5,000,000: see the brochure

> $0 - $100,000 2.50% $100,000 - $500,000 2.25% $500,000 - $1,500,000 2.00% $1,500,000 - $2,500,000 1.75% $2,500,000 - $5,000,000 1.50%

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $100,000, which may be waived by L&L in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $81,801,519
- Discretionary: $74,017,361
- Non-discretionary: $7,784,158

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $8,926,778 |
| High net worth individuals | 46 | $54,193,471 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,412,159 |
| Charitable organizations | 1 | $5,382,596 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $7,886,515 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [llpartnerswealth.com](https://llpartnerswealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $59,101,730 | 2 | March 5, 2021 |
| October 2022 | $61,052,455 | 2 | March 19, 2022 |
| October 2023 | $54,703,559 | 2 | March 9, 2023 |
| October 2024 | $58,498,619 | 2 | February 21, 2024 |
| October 2025 | $70,475,833 | 2 | July 28, 2025 |
| October 2026 | $81,801,519 | 2 | March 13, 2026 |

Regulatory assets under management: $59,101,730 in the October 2021 data and $81,801,519 in the October 2026 data, up 38%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $70,475,833 to $81,801,519 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L&L Partners Wealth Management, LLC (CRD 140077): Form ADV filing data as of October 2026.