What departments does LVW Advisors have?

LVW Advisors has employees across 3 departments including Entrepreneurship, Operations, Legal.

What is the largest department at LVW Advisors?

The largest department at LVW Advisors is Entrepreneurship with 2 employees.

Where are LVW Advisors employees located globally?

LVW Advisors has employees across 2 continents and 4 countries including France, Georgia, Italy, United States Of America.

How has LVW Advisors's team size changed over time?

LVW Advisors's team has grown from approximately 15 to 19 employees based on available data.

LVW Advisors Employee Directory

Investment ManagementNew York, United States11-50 Employees

LVW Advisors is an investment advisory firm serving wealthy families, affluent individuals, trusts, estates, private foundations, and nonprofit institutions across the United States. It offers a comprehensive suite of services, including investment management, financial planning, and consulting, underpinned by research and wealth-management expertise. The firm emphasizes disciplined, transparent practices and applies institutional rigor to all client relationships, with notable experience in alternative investments. Based in Pittsford, New York, LVW maintains an open-source approach that draws on insights from external providers with specialized expertise to inform investment ideas.

It serves client families and institutions with sophisticated strategies in outsourced CFO and tax services, investment banking and lending, and estate planning and risk management, always prioritizing the client's interests. In March 2026, Lori Van Dusen, the founder and CEO, was named to Barron's 2026 Top 1500 Financial Advisors list, ranking 92 nationally.

LVW Advisors Global Highlights

North America
32

United States Of America
32

Europe
3

France
1
Georgia
1
Italy
1

LVW Advisors's Leadership

D. L. V.
Founder And Chief Executive Officer
Mobile Phone
Email
L. V.
Founder And Chief Executive Officer
Mobile Phone
Email
V. H.
Director Of Operations
Mobile Phone
Email
M. B.
Compliance Manager
Mobile Phone
Email
C. V. B.
Private Wealth Advisor
Mobile Phone
Email
K. H.
Board Member
Mobile Phone
Email

LVW Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other
Community & Social Services
Human Resources

Contact profiles from LVW Advisors

Name

Title

Contact Info

Location

Last Update

D. L. V.
Founder And Chief Executive Officer
Mobile Phone
Email
Jul 13, 2026
L. V.
Founder And Chief Executive Officer
Mobile Phone
Email
Jan 15, 2025
V. H.
Director Of Operations
Mobile Phone
Email
Oct 22, 2024
M. B.
Compliance Manager
Mobile Phone
Email
Oct 10, 2023
C. V. B.
Private Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
K. H.
Board Member
Mobile Phone
Email
May 28, 2024

Frequently Asked Questions

What is LVW Advisors known for?

LVW Advisors was founded in 2011 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-585-267-****

. Explore LVW Advisors's company overview page for more information.

What is LVW Advisors's most common email format?

LVW Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LVW Advisors email formats with LeadIQ.

How many employees does LVW Advisors have currently?

LVW Advisors has approximately 18 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are LVW Advisors's key employees and leadership?

As of July 2026, LVW Advisors's key employees include:

Founder And Chief Executive Officer: D. L. V.
Founder And Chief Executive Officer: L. V.
Director Of Operations: V. H.
Compliance Manager: M. B.
Private Wealth Advisor: C. V. B.

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LVW Advisors Employee Directory

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