# LD Lowe Wealth Advisory

LD Lowe Wealth Advisory is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** ldlowewealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/ld-lowe-sr.-wealth-advisory

## Regulatory record

- **CRD number:** 136596
- **SEC file number:** 801-64775
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136596

## About

LD LOWE WEALTH ADVISORY is an SEC-registered investment adviser in Richardson, TX, since 2005. The firm manages approximately $119 million in regulatory assets. It has 8 employees and 2 investment advisers.

## Sectors

- Real Estate
- Financial Services

## People

- Lawrence D. Lowe — Founder and President

## Questions

### Who runs investment decisions at LD Lowe Wealth Advisory?

Lawrence D. Lowe serves as Founder and President, and by all available indications, he is the sole investment decision-maker. The firm's structure — centered on his personal origination of tax-advantaged real estate deals — means that sourcing, underwriting, and structuring authority are not delegated to a separate investment committee. Public records list Lowe as the principal investment adviser representative associated with the firm.

### What is the firm's primary investment strategy?

LD Lowe Wealth Advisory focuses on direct real estate investments that qualify for tax deferral under Section 1031 of the Internal Revenue Code. The firm acquires multifamily, retail, and industrial properties — often with value-add components — and structures them through tenant-in-common or Delaware Statutory Trust vehicles to allow investors to defer capital gains taxes from prior property sales. The strategy emphasizes stabilized assets with in-place cash flow rather than ground-up development.

### Which geographic markets does LD Lowe Wealth Advisory target?

The firm's investment activity concentrates in the United States, with an apparent emphasis on Texas and Sun Belt markets where population growth and favorable cap rates support value-add real estate strategies. Specific metropolitan-area concentrations have not been publicly disclosed, and the firm does not publish portfolio-level geographic breakdowns.

## Related profiles

- [Standfast Asset Management](https://altss.com/profile/standfast-asset-management-llc)

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Last updated: 2026-07-06T01:24:20.070Z

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