# LI Wealth Management Inc

> LI Wealth Management Inc is a state-registered investment advisory firm in Melville, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 331924
- Filed as: LI WEALTH MANAGEMENT INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Melville, NY
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331924
- AdvisorCensus page: https://advisorcensus.com/firm/li-wealth-management-inc-melville-ny-331924

## Quick answers

**How is LI Wealth Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), LI Wealth Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is LI Wealth Management Inc located?**
LI Wealth Management Inc's principal office is in Melville, NY, according to its Form ADV.

**Is LI Wealth Management Inc registered with the SEC or a state?**
LI Wealth Management Inc is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331924.

**How much does LI Wealth Management Inc manage?**
LI Wealth Management Inc reports $234,735 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does LI Wealth Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does LI Wealth Management Inc 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/331924

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $234,735
- Discretionary: $234,735
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $234,735 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LI Wealth Management Inc (CRD 331924): Form ADV filing data as of October 2026.