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LOWERY THOMAS, LLC
CRD 110058 · SEC 801-58206
CA, United States
Phone
831-230-6380
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.8M
Discretionary AUM
$224.9M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $30.8M |
| High net worth individuals | 97 | $350.0M |
States served
CA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD