LWM ADVISORY SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,090,915,835
Discretionary
$810,373,045
Non-discretionary
$280,542,790
Firm details
- CRD number
- 172009
- SEC file number
- 801-80096
- Main office
- PLANTATION, FL, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.LWMFL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of May 2026.