# Lurie Davis Wealth Management LLC

> Lurie Davis Wealth Management LLC is a state-registered investment advisory firm in Lynn, MA, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated July 21, 2026.

- CRD: 142294
- Filed as: LURIE DAVIS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lynn, MA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142294
- AdvisorCensus page: https://advisorcensus.com/firm/lurie-davis-wealth-management-llc-lynn-ma-142294

## Quick answers

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

**Where is Lurie Davis Wealth Management LLC located?**
Lurie Davis Wealth Management LLC's principal office is in Lynn, MA, according to its Form ADV.

**Is Lurie Davis Wealth Management LLC registered with the SEC or a state?**
Lurie Davis Wealth Management LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142294.

**Does Lurie Davis 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/142294

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- instragram.com/lurie_davis_wealth
- luriedavis.org
- Facebook @lurie.davis.2025
- LinkedIn @louis-davis
- X @luriedavis_ldwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lurie Davis Wealth Management LLC (CRD 142294): Form ADV filing data as of October 2026.