# Managed Wealth Advisors

> Managed Wealth Advisors is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 152710
- Filed as: MANAGED WEALTH ADVISORS
- Legal name: Lentz, James Robert
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152710
- AdvisorCensus page: https://advisorcensus.com/firm/managed-wealth-advisors-152710

## Quick answers

**How is Managed Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Managed Wealth 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.

**Is Managed Wealth Advisors registered with the SEC or a state?**
Managed Wealth Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152710.

**How much does Managed Wealth Advisors manage?**
Managed Wealth Advisors reports $37,300,102 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does Managed Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (18).

**Does Managed Wealth 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/152710

## 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: $37,300,102
- Discretionary: $37,300,102
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $3,850,136 |
| High net worth individuals | 18 | $33,449,966 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mwadvisors.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Managed Wealth Advisors (CRD 152710): Form ADV filing data as of October 2026.