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, privately held RIA formed in 2014 and structured as an LLC. The firm serves both individual/family and institutional clients and bills predominantly as a percentage of AUM with the option of fixed fees. Its advisory scope includes financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting elements, and the selection of third-party advisers and sub‑managers. LWM describes itself as a capital allocator, deploying client capital into external fund managers for certain alternative strategies. The firm does not identify as an active ESG investor.
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
2 of 2
Tony Dubose
Managing DirectorCRD 2600996
Joel Palatnik
Managing DirectorCRD 3147356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$27.5M in ETFs
66%
$18M
28%
$9.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6M | 7,977 | 21.68% |
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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