# Lazarow Wealth Management

Lazarow Wealth Management is a Multi Family Office based in Mill Valley, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mill Valley, United States
- **Region:** North America
- **Address:** Mill Valley, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** lazarowwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/jason-lazarow-13948413

## Regulatory record

- **CRD number:** 286172
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286172

## About

Lazarow Wealth Management is a boutique advisory firm specializing in investment management and retirement planning. It is a premiere fee-only investment firm located in Tucson, AZ serving clients throughout the United States. The firm provides independent financial planning and investment management to pre-retirees and retirees.

## Sectors

- Real Estate
- Private Credit
- Equity

## People

- David Lazarow — Founder and Managing Director

## Questions

### Who runs investment decisions at Lazarow Wealth Management?

Founder David Lazarow personally underwrites the firm's direct real estate lending and oversees portfolio construction. He is a certified financial planner and a licensed California real estate broker, which enables him to originate trust deed investments directly for client accounts (per Barron's, 2014).

### How does Lazarow Wealth Management source its private credit deals?

The firm originates its own trust deed and private mortgage investments, concentrating on California real estate secured by first-position liens. Because David Lazarow is a licensed broker, the firm does not rely solely on external fund managers or lending platforms for deal flow; it sources, underwrites, and administers loans in-house.

### Does Lazarow Wealth Management participate in fund commitments or only direct deals?

The firm maintains a dual approach: it executes direct real estate loans as a principal-originator and also constructs client portfolios with traditional equity and fixed-income investments. Public records describe alternative-investment fund access as part of the asset-allocation toolkit, though the direct lending program is the structural differentiator.

### How is the firm's wealth management and lending business separated operationally?

The advisory and lending activities operate under a single founder-led structure. David Lazarow's dual licenses — certified financial planner and real estate broker — allow the firm to offer both services without a separate legal entity for lending, though specific operational firewalls between RIA and broker functions have not been publicly detailed.

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- [Lawrence Wealth Management](https://altss.com/profile/lawrence-wealth-management)
- [LEUMAS ADVISORS](https://altss.com/profile/leumas-advisors-llc)

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Last updated: 2026-08-11T15:07:19.634Z

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