# Lutz Financial

Lutz Financial is a Multi Family Office based in Omaha, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed (per public record, 2024)
- **Website:** lutz-financial.com
- **LinkedIn:** https://www.linkedin.com/company/lutz-

## Regulatory record

- **CRD number:** 117273
- **SEC file number:** 801-62093
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117273

## About

LUTZ FINANCIAL is an SEC-registered investment adviser in OMAHA, NE, registered since 2003. The firm manages $3.2 billion in assets, $2.8 billion on a discretionary basis. It has 23 employees and 14 investment advisers.

## Sectors

- Private Equity
- Real Estate
- Fixed Income
- Equities

## People

- Mark Lutz — Founder & President
- Jeff Lutz — Vice President

## Questions

### Who runs investment decisions at Lutz Financial?

Mark Lutz, as Founder & President, leads the firm. Jeff Lutz serves as Vice President. The team of about eight professionals executes investment allocations across private equity, real estate, fixed income, and equities.

### How does Lutz Financial source proprietary deal flow?

The firm sources private equity and real estate deals through its Midwest network, including relationships with regional business owners and family offices. It structures co-investments for clients rather than running a formal fund.

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- [Portfolio Management & Planning, Inc.](https://altss.com/profile/portfolio-management-and-planning-inc)
- [Elk Hill Advisors](https://altss.com/profile/elk-hill-advisors-inc)

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Last updated: 2026-07-06T01:24:20.601Z

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