LD Lowe Wealth Advisory
Financial Services • 
Richardson, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 1100 E Campbell Rd, Suite 200, Richardson, Texas 75081, US |
| Phone number | +19723352523 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Investment Management, Divorce Financial Planning, Accredited Investors, Estate Management Planning, At&T Pension/Retirement Programs, Insurance Evaluation And Placement, Philanthropic Counseling And Management |
| Founded | 1993 |
| Employees | 1-10 |
| Socials |
Key Contacts at LD Lowe Wealth Advisory
Molly Mccarthy
Chief Executive Officer
Ashley Kazynski
Director Of First Impressions
LD Lowe Wealth Advisory Email Formats
LD Lowe Wealth Advisory uses 2 email formats. The most common is {first initial} (e.g., j@ldloweplan.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ldloweplan.com | 71.4% |
{first name} | john@ldloweplan.com | 28.6% |
About LD Lowe Wealth Advisory
What Matters Most to You? For more than 20 years, LD Lowe Wealth Advisory has asked our clients this question. The answers are as unique as the individuals. Everyone has a dream of what the financial future looks like. With the right plan, we believe anyone can turn today’s dreams into tomorrow’s promise. The plan is the bridge that will help get you there. What are your goals? • Address your long-term lifestyle goals • Fund your child’s education • Care for aging parents • Start your own business • Contribute philanthropically • Buy a home • Enhance your after-tax return We believe what sets us apart is our unparalleled commitment to client service. Everyone in our firm understands your needs are to be given the highest priority. That’s why our phones are always answered during normal business hours and any message, phone or e-mail, is returned the same day. In addition to continuous monitoring of your portfolio, you will also receive a comprehensive statement and meet with your advisor annually to discuss our progress together. Our philosophy is simple. You have entrusted us with an important mission – securing your financial future. It is a responsibility we do not take lightly. _________ LD Lowe Wealth Advisory is a SEC Registered Investment Advisor. Registration does not imply any certain level of skill or training. LD Lowe encourages investors to review the training, tenure and track record of a potential advisor.
LD Lowe Wealth Advisory revenue & valuation
| Annual revenue | $50,100,000 |
| Revenue per employee | $5,560,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $160,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
LD Lowe Wealth Advisory has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
LD Lowe Wealth Advisory has never raised funding before.
LD Lowe Wealth Advisory Tech Stack
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Frequently asked questions
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