# Lentz Advisors

> Lentz Advisors is a state-registered investment advisory firm in Gainesville, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 335553
- Filed as: LENTZ ADVISORS
- Legal name: Lentz Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335553
- AdvisorCensus page: https://advisorcensus.com/firm/lentz-advisors-gainesville-fl-335553

## Quick answers

**How is Lentz Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Lentz Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lentz Advisors located?**
Lentz Advisors' principal office is in Gainesville, FL, according to its Form ADV.

**Is Lentz Advisors registered with the SEC or a state?**
Lentz Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335553.

**How much does Lentz Advisors manage?**
Lentz Advisors reports $40,387,204 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Lentz Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (21).

**Does Lentz Advisors 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/335553

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,387,204
- Discretionary: $40,387,204
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $7,236,892 |
| High net worth individuals | 26 | $32,197,101 |
| Charitable organizations | Fewer than 5 | $153,674 |
| Corporations or other businesses not listed above | Fewer than 5 | $799,537 |

### Advisory services (Item 5.G)
- Financial planning services
- 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: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lentzadvisors.com
- Facebook @lentzadvisors
- LinkedIn @lentzadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lentz Advisors (CRD 335553): Form ADV filing data as of October 2026.