Fee-only adviser · Wyomissing, PA
Lountzis Asset Management, LLC
Lountzis Asset Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wyomissing, Pennsylvania. On its latest Form ADV, filed March 24, 2026, it reports $624M in regulatory assets under management, 154 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 118923 · SEC file 801-80715 |
| Office | 60 Commerce Drive Wyomissing, PA 19610 |
| Phone | (610) 375-2585 |
| Website | www.lountzis.com |
| Regulatory assets under management | $624M |
| Individual clients | 55 non-high-net-worth, 99 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wyomissing
- Alliance Financial $272M
- Connors Investor Services Inc $1.3B
- Atlas Wealth Partners LLC $234M
- Weik Capital Management $335M
- Walsky Investment Management Inc $130M
See all 6 fee-only advisers in Wyomissing →
Nearby
- Shillington 1 firm
- Oley 1 firm
- Morgantown 1 firm
- Mertztown 1 firm
- Lititz 1 firm
- Leola 2 firms
- Lebanon 1 firm
- Macungie 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Lountzis Asset Management, LLC? Update this listing.