Investment adviser · CRD 136596

LD LOWE WEALTH ADVISORY

Investment adviser filing (IA)

L.D. LOWE WEALTH ADVISORY, INC.

RICHARDSON, TX, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $119M
Client accounts: 677
Employees: 8
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	238	$73,990,450	62.3%
High-net-worth individuals	26	$44,822,865	37.7%

Filing source

Form ADV 2076062 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LDL WEALTH ADVISORY 2014-1 OIL AND GAS LIMITED PARTNERSHIPOther Private Fund · Last reported Oct 22, 2015$4.5MGross asset value

Auditor BKM SOWAN HORAN ADDISON, Texas, United States

Custodian PLAINS CAPITAL BANK DALLAS TX DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-1394316877
Reported beneficial owners: 33
Minimum commitment: $50K

Form ADV 952696 · Oct 22, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LDL WEALTH ADVISORY 2013-1 OIL AND GAS LIMITED PARTNERSHIPOther Private Fund · Last reported Oct 22, 2015$3.75MGross asset value

Auditor BKM SOWAN HORAN ADDISON, Texas, United States

Custodian PLAINS CAPITAL BANK DALLAS TX DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-6845139997
Reported beneficial owners: 30
Minimum commitment: $50K

Form ADV 952696 · Oct 22, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LDL WEALTH ADVISORY OIL & GAS LIMITED PARTNERSHIPOther Private Fund · Last reported Oct 22, 2015$2.35MGross asset value

Auditor BKM SOWAN HORAN ADDISON, Texas, United States

Custodian PLAINS CAPITAL BANK DALLAS TEXAS DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-1129300594
Reported beneficial owners: 11
Minimum commitment: $50K

Form ADV 952696 · Oct 22, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LDL DIGNITY HOSPICE, LPOther Private Fund · Last reported Oct 22, 2015$200KGross asset value

Auditor BKM SOWAN HORAN ADDISON, Texas, United States

Custodian PLAINS CAPITAL BANK DALLAS TEXAS DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-4150816557
Reported beneficial owners: 10
Minimum commitment: $25.9K

Form ADV 952696 · Oct 22, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LDL WEALTH ADVISORY 2015-1 OIL AND GAS LIMITED PARTNERSHIPOther Private Fund · Last reported Oct 22, 2015$0Gross asset value

Auditor BKM SOWAN HORAN ADDISON, Texas, United States

Custodian PLAINS CAPITAL BANK DALLAS TX DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-3915106919
Reported beneficial owners: 0
Minimum commitment: $50K

Form ADV 952696 · Oct 22, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1100 EAST CAMPBELL ROAD, SUITE 200
RICHARDSON, TX, 75081, United States

CRD 136596

Filing source

Form ADV 2076062 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.