Updated:
LFS Wealth Advisors
LFS Wealth Advisors is a multi family office based in San Ramon; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
LFS Wealth Advisors is a wealth management firm based in San Ramon, California. It focuses on serving clients in North America.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Ramon
Corporate office
San Ramon, CA, United States
Frequently asked questions
Does LFS Wealth Advisors participate in alternative investments or private deals?
The firm's public positioning does not highlight private equity, venture capital, or direct real estate syndications. Liquid-market portfolios — equities, bonds, and possibly public-market alternatives such as interval funds — appear to define the investment mandate. This liquidity focus differentiates LFS Wealth Advisors from Bay Area multi-family offices that routinely allocate to venture funds and co-investment vehicles alongside the region's technology wealth.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research LFS Wealth Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.