Rachel T Wren
Investment adviser representative at Altura Wealth Advisors
31 yearsExperience
1 stateRegistered in
$234.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Altura Wealth AdvisorsOct 2025 to now
- Lcw Services, LLC d/b/a Altura Wealth AdvisorsOct 2025 to now
- Northwestern Mutual Investment Services, LLCFeb 2018 to Oct 2025
- The Opus GroupNov 2016 to Jan 2018
- Northwestern MutualDec 1995 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Altura Wealth Advisors
Legal name: Lcw Services, LLC
$234.9MAssets managed
261Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2819174
- Firm CRD
- 337998