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Lodgeview Wealth Advisors

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Columbia, SC
CRD Number
Website lodgeviewwealth.com
Client types

Overview

Based in Columbia, South Carolina, Lodgeview Wealth Advisors provides holistic, goals-based financial planning and investment management for families and business owners. The team emphasizes a discovery-led process—planning, strategy, implementation, and ongoing portfolio management—tailored to each client’s needs. Through &Partners, Lodgeview offers both advisory and brokerage capabilities, supported by institutional-grade technology and custody/clearing via Fidelity’s National Financial Services (NFS). Clients access advised-account reporting through Envestnet’s portal and real-time brokerage activity through Wealthscape. The practice highlights transparency, collaboration, and responsiveness to help clients navigate retirement, estate considerations, and multi-generational wealth goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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