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LWM ADVISORY SERVICES, LLC
CRD 172009 · SEC 801-80096
1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324, United States
Phone
954-474-7100
Fax
954-474-7399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$810.4M
Team
10 total employees; 8 advisory reps; 33 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 801 | $233.0M |
| High net worth individuals | 188 | $502.4M |
| Pension/profit sharing plans | 106 | $301.4M |
| Charitable organizations | 4 | $4.0M |
| Corporations/business entities | 12 | $50.1M |
States served
CA, CO, GA, LA, MD, MA, NJ, NY, NC, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD