Menachem Lerman
Equinum · Ft. Lauderdale, Florida
Menachem Lerman is a fee-only financial advisor at Equinum in Ft. Lauderdale, Florida. Menachem focuses on family wealth transfer. Equinum reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Equinum |
|---|---|
| Based in | Ft. Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $757.0M across 640 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7415740 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | equinum.com |
| Profile |
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Questions about Menachem
Is Menachem Lerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Menachem holds no broker registration, and Equinum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Menachem charge for financial advice?
Menachem's firm, Equinum, reports charging a percentage of assets on its SEC Form ADV.
Where is Menachem Lerman based?
Menachem Lerman is based in Ft. Lauderdale, Florida.
What does Menachem specialize in?
Menachem's specialties include family wealth transfer. Menachem works with ultra high net worth and multi-generational families.
Is Menachem Lerman registered with the SEC?
Yes. Menachem Lerman is registered as an investment adviser representative in NY (CRD 7415740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equinum manage?
Equinum reports $757.0M across 640 accounts in assets under management.
How do I contact Menachem Lerman?
Through Menachem's website, equinum.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
- Equinum 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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