Leslie Lammers
Riverstone Advisors · New Braunfels, Texas
Leslie Lammers is a fee-only financial advisor at Riverstone Advisors in New Braunfels, Texas, who holds the CFA credential. Riverstone Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Founders
- Executives
- Tech employees
- Ultra high net worth
Facts
| Firm | Riverstone Advisors |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $640.9M across 537 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 2287680 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | riverstoneadvisors.com |
| Profile |
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Questions about Leslie
Is Leslie Lammers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie holds no broker registration, and Riverstone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leslie charge for financial advice?
Leslie's firm, Riverstone Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leslie Lammers based?
Leslie Lammers is based in New Braunfels, Texas.
What credentials does Leslie Lammers hold?
Leslie Lammers holds the CFA credential.
Is Leslie Lammers registered with the SEC?
Yes. Leslie Lammers is registered as an investment adviser representative in TX (CRD 2287680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverstone Advisors manage?
Riverstone Advisors reports $640.9M across 537 accounts in assets under management.
How do I contact Leslie Lammers?
Through Leslie's website, riverstoneadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Riverstone Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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