# Lawrence Wealth Management

> Lawrence Wealth Management is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 147228
- Filed as: LAWRENCE WEALTH MANAGEMENT
- Legal name: Lawrence Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147228
- AdvisorCensus page: https://advisorcensus.com/firm/lawrence-wealth-management-147228

## Quick answers

**How is Lawrence Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lawrence Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lawrence Wealth Management registered with the SEC or a state?**
Lawrence Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 147228.

**How much does Lawrence Wealth Management manage?**
Lawrence Wealth Management reports $79,157,230 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).

**What types of clients does Lawrence Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (23); corporations or other businesses not listed above (1).

**Does Lawrence Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147228

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $79,157,230
- Discretionary: $76,024,291
- Non-discretionary: $3,132,939

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $6,919,061 |
| High net worth individuals | 26 | $72,208,379 |
| Corporations or other businesses not listed above | 1 | $29,790 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lawrencewealthmanagement.com](https://lawrencewealthmanagement.com)
- LinkedIn @richardlawrence2

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lawrence Wealth Management (CRD 147228): Form ADV filing data as of October 2026.