LONG RUN WEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,649	$405.1M
Non-Discretionary	384	$36.9M
Total	2,033	$442.0M

Clients

Type	Number	RAUM
Individuals	756	$108.2M
HNW Individuals	168	$298.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	16	$8.8M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	15	$26.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-119953
SEC ERA File Number	801-119953
SEC CIK Numbers	1903296
SEC CRD Numbers	311415
Legal Entity Identifier	None

Principal Office

55 BARN ROAD
SUITE 206
LAKE PLACID
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic