LWM Advisory Services is an investment advisor in Plantation with $501.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471045931
SEC advisor number
801-80096
FINRA CRD number
172009
AUM ?
$694.73 mm
(as of 12 Mar 24)
Accounts
1,778
(as of 12 Mar 24)
Employees
9
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Feb 22