LONGEVITY WEALTH ADVISORS, LLC
ABL WEALTH ADVISORS, LLC Legal Name
Adviser information for LONGEVITY WEALTH ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129381 |
|---|---|
| SEC ERA File Number | 801-129381 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324280 |
| Legal Entity Identifier | None |
Principal Office
2101 PARK CENTER DRIVE, SUITE 200ORLANDO
FL
United States
Monday - Friday, 9-5
Tel: 407-358-3332, Fax: None
Websites
Chief Compliance Officer
WILLIAM MCCAULEY
PRESIDENT
2101 PARK CENTER DRIVE, SUITE 200
ORLANDO
FL
United States
Tel:
407-358-3332
B***@*********M
(Full email address available in API data)
Industry Affiliates
| LMA INCOME SERIES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| REGIONAL INVESTMENT SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LONGEVITY MARKET ADVISORS, LLC | Domestic Entity | – | OWNER | 05/2022 | > 75% |
| MCCAULEY, WILLIAM, HUGH | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 11/2022 | < 5% |
| ABACUS LIFE, INC. | Domestic Entity | LONGEVITY MARKET ADVISORS, LLC | ACTIVE | 09/2023 | > 75% |