LFM Wealth Management

EST. AUM
$135,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Raleigh
CRD Number
Website lfmwm.com
Client types

Overview

LFM Wealth Managment is a financial advisory practice with offices in Chapel Hill, North Carolina. Their mission is to provide wealth planning and investment management services to the emerging wealthy; individuals and families; and professional small business. They provide financial advice and instruments that allow people to invest in companies that reflect their values and meet their financial objectives.

Platform Details

Investment Preferences

Alternative Activity