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Lutz Financial Services, LLC

EST. AUM
$3,187,194,167

CONTACTS
10

CLIENT ACCOUNTS
2,689

Firm Details

Metro area Omaha
CRD Number 117273
Website lutz.us
Client types

Overview

Lutz Financial is a fee-based, Registered Investment Adviser (RIA) headquartered in Omaha, Nebraska, delivering comprehensive investment advisory and financial planning services. With around $2.6 billion in assets under management, the firm serves individuals, high-net-worth clients, endowments, foundations, and small- to mid-sized businesses. Their approach combines evidence-based investment strategies—including mutual funds, ETFs, and bonds—with tailored financial planning that aligns investments with clients' values, family goals, and long-term legacy strategies.

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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