# LBT Wealth Management, LLC

> LBT Wealth Management, LLC is a state-registered investment advisory firm in Iselin, NJ, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 155340
- Filed as: LBT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Iselin, NJ
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155340
- AdvisorCensus page: https://advisorcensus.com/firm/lbt-wealth-management-llc-iselin-nj-155340

## Quick answers

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

**Where is LBT Wealth Management, LLC located?**
LBT Wealth Management, LLC's principal office is in Iselin, NJ, according to its Form ADV.

**Is LBT Wealth Management, LLC registered with the SEC or a state?**
LBT Wealth Management, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155340.

**How much does LBT Wealth Management, LLC manage?**
LBT Wealth Management, LLC reports $12,144,509 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does LBT Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (3).

**Does LBT 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155340

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,144,509
- Discretionary: $12,144,509
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $5,245,225 |
| High net worth individuals | 3 | $6,899,284 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lbtwealth.com
- Facebook @LBTWEALTH
- LinkedIn @RICKTABORDA
- Pinterest @LBTWEALTH
- X @RICKTABORDA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LBT Wealth Management, LLC (CRD 155340): Form ADV filing data as of October 2026.