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Softwealth

Location not listed. Legal name: Softwealth LLC

1 advisor$15 million managed

About the firm

A registered investment advisory firm. It manages about $15 million for roughly 21 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.

How they work

How they’re paid ?A percentage of the assets they manage
Typical client size ?$714,286
Assets under management ?$15 million
Individual clients21
Median years of experience20
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Advisors at Softwealth

1Advisors
20Median years of experience
1States with offices
–Offices
1 advisor · Softwealth
Softwealth
20yrs
Brian Lowrance
Financial advisor
Reno, NV
More experience than 61% of advisors in Nevada
CFP®Fiduciary
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Also known as

Softwealth LLC

About Softwealth

How do I contact Softwealth?

Call the main office at 775-743-8899. The main office is at , .

How is Softwealth paid?

The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.

What services does Softwealth offer?

Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.

How many advisors work at Softwealth?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.