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LVW ADVISORS, LLC

EIN 45-3236255-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.1M assets
Welfare
0
Participants
24
67 MONROE AVENUE - PITTSFORD, NY 14534585-267-4900lvwadvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$5.1M - 24 part

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Retirement#001

LVW ADVISORS 401(K) RETIREMENT PLAN

401k

Assets$5.1M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LVW ADVISORS 401(K) RETIREMENT PLAN401k$5.1M242025
Retirement plans
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