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LWO LLC

CRD 282281 · SEC 801-128152

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2519 FAIRMOUNT ST., DALLAS, TX, 75201, United States

Phone

605-380-5347

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$890.8M

Discretionary AUM

$890.8M

Team

23 total employees; 15 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; MONITORING FEES

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$890.8M

States served

ND, MO, TX

All web addresses on file

Official SEC filing: View on IAPD