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LWO LLC
CRD 282281 · SEC 801-128152
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $890.8M |
States served
ND, MO, TX
All web addresses on file
Official SEC filing: View on IAPD