Investment adviser · CRD 117273
LUTZ FINANCIAL
Investment adviser filing (IA)
LUTZ FINANCIAL SERVICES, LLC
OMAHA, NE, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $3.19B Form ADV · Item 5.F
- Client accounts
- 2,689 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 420 | $2,200,181,454 | 69.0% |
| Retirement plans | 171 | $789,325,232 | 24.8% |
| Individuals | 425 | $136,536,253 | 4.3% |
| Corporations & businesses | 15 | $31,534,036 | 1.0% |
| Charities | Fewer than 5 | $29,617,192 | 0.9% |
Filing source
Form ADV 2117318 · Jul 7, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13616 CALIFORNIA STREET, SUITE 300OMAHA, NE, 68154-5336, United States
CRD 117273
Filing source
Form ADV 2117318 · Jul 7, 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.