# Lawrence Wealth Management

Lawrence Wealth Management is a RIA based in Provo, UT.

## Overview

- **Organization type:** RIA
- **Headquarters:** Provo, UT
- **Assets under management:** Undisclosed
- **Website:** https://lawrencewealth.com
- **LinkedIn:** https://www.linkedin.com/company/richardlawrence2

## Regulatory record

- **CRD number:** 147228
- **SEC file number:** 801-108160
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147228

## About

LAWRENCE WEALTH MANAGEMENT is an SEC-registered investment adviser with $79 million in regulatory assets under management. The firm manages $76 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is Lawrence Wealth Management's investment strategy?

The firm's specific investment strategy is not publicly documented. In the absence of public disclosures, it is reasonable to infer a traditional wealth preservation mandate typical of single-family offices, which often includes a mix of public equities, fixed income, real assets, and private equity allocations. Without access to a pitchbook, regulatory filing, or GP relationship, no precise asset-class weighting or tactical tilt can be confirmed.

### Does Lawrence Wealth Management commit to external funds or invest directly?

Public information does not clarify whether the office participates in commingled fund commitments, direct deals, or co-investments alongside external GPs. Many single-family offices of this profile blend both approaches, but Lawrence Wealth Management's transaction history and GP relationships have not been disclosed through any known channel.

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- [Landmark Advisors](https://altss.com/profile/landmark-advisors)
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Last updated: 2026-07-09T00:56:39.118Z

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