# Luther Wealth Management

> Luther Wealth Management is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 296980
- Filed as: LUTHER WEALTH MANAGEMENT
- Legal name: Luther Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296980
- AdvisorCensus page: https://advisorcensus.com/firm/luther-wealth-management-296980

## Quick answers

**How is Luther Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Luther Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is Luther Wealth Management registered with the SEC or a state?**
Luther Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296980.

**How much does Luther Wealth Management manage?**
Luther Wealth Management reports $2,754,576 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Luther Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Luther Wealth Management 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/296980

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,754,576
- Discretionary: $2,754,576
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,825,232 |
| High net worth individuals | Fewer than 5 | $929,344 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lutherwealth.com
- Facebook @LutherWealth
- LinkedIn @justin-luther-cfa-2897575

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luther Wealth Management (CRD 296980): Form ADV filing data as of October 2026.