Lederer Private Wealth Management, LLC (Lederer PWM) is an independent registered investment advisory firm headquartered in Sacramento, California. Lederer PWM provides customized wealth management services to high net worth households and retirement plans on a discretionary, fee-only basis. Lederer PWM was founded by Jonathan E. Lederer, CFA, who left a large brokerage house to pursue his vision of owning a firm that could offer clients a compelling value proposition, delivering innovative financial solutions coupled with a high level of personalized, professional service. Trust and integrity are of paramount importance to Lederer PWM. Lederer PWM incorporates a comprehensive client management process that enables the firm to offer clients a combination of financial planning and investment-management services. The firm's investment philosophy is structured around providing customized management while also achieving competitive performance.
View Top Employees from Lederer Private Wealth Mgmt| Website | http://ledererpwm.com |
| Revenue | $8.4 million |
| Employees | View employees |
| Address | 3455 American River Dr Ste B, Sacramento, California 95864, US |
| Phone | (916) 648-3059 |
| Industry | Financial Services, Business Services General, Business Services |
| Competitors | Pillar Wealth Management, Sierra Pacific Financial Advisors, LLC, Strategent Financial, LLC |
| SIC | SIC Code 62 Companies, SIC Code 736 Companies, SIC Code 73 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 52 Companies |
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Lederer Private Wealth Mgmt Questions
The Lederer Private Wealth Mgmt annual revenue was $8.4 million in 2023.
Lederer Private Wealth Mgmt is based in Sacramento, California.
The NAICS codes for Lederer Private Wealth Mgmt are [523, 56, 561, 52].
The SIC codes for Lederer Private Wealth Mgmt are [62, 736, 73].
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