# Lilac Wealth, LLC

> Lilac Wealth, LLC is a state-registered investment advisory firm in Venice, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 9, 2026.

- CRD: 338463
- Filed as: LILAC WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Venice, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338463
- AdvisorCensus page: https://advisorcensus.com/firm/lilac-wealth-llc-venice-ca-338463

## Quick answers

**How is Lilac Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lilac Wealth, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lilac Wealth, LLC located?**
Lilac Wealth, LLC's principal office is in Venice, CA, according to its Form ADV.

**Is Lilac Wealth, LLC registered with the SEC or a state?**
Lilac Wealth, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338463.

**Does Lilac Wealth, 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/338463

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lilac-wealth.com
- LinkedIn @lilac-wealth
- X @LilacWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lilac Wealth, LLC (CRD 338463): Form ADV filing data as of October 2026.