LWM ADVISORY SERVICES, LLC
Firm details
- Headquarters
- PLANTATION, Florida
- CRD number
- 172009
- Registered since
- July 30, 2014
- Custodians
- LPL FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI46.05%
- Pension & Profit Sharing Plans27.63%
- Individuals21.36%
- Corporations / Businesses4.59%
- Charitable Organizations0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
LWM Advisory Services, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2014. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its revenue model combines AUM-based fees and fixed fees. Core advisory offerings include financial planning and portfolio management for individuals, small businesses, and institutions, plus pension consulting and evaluating third-party advisers. LWM does not identify as an active ESG investor and reports industry relationships with insurance companies and pension consultant roles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1II REYMANN
Chief Compliance OfficerCRD 2125005
Contacts
3 of 7TONY DUBOSE
Managing DirectorCRD 2600996
BARBARA SACHAROW
Senior AdvisorCRD 4923423
SONJA KOPPENWALLNER
Senior AdvisorCRD 4960228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$59.4M in ETFs
84%
$49.6M
10%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.2M | 21,873 | 23.96% |
Location
PLANTATION, FL
BROWARD
Location
PLANTATION, FL
Headquartered in PLANTATION, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 1250 S Pine Island Rd
- Time zone
- ET (UTC-5)
- Office locations
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