|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| L & W Financial LLC
✚
|
|
|---|---|
| CRD # | 285310 |
| SEC # | 801-128977 |
| CIK # | |
| AUM | $158.6 M (2025-07-28) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 979-431-5440 |
| Address | 511 University Dr E College Station, TX 77840 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 90.9 |
| (b) Individuals (high net worth individuals) | 22 | 67.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 158.6 |
| By Discretionary | ||
| Discretionary | 680 | 153.1 |
| Non-Discretionary | 1 | 5.5 |
| Total | 681 | 158.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.6 | |
| Total | 681 | 158.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Finsym Partners LLC
✚
|
0.2 | |
|
CFS Wealth Management LLC
✚
|
GA | 0.2 |
|
Gouws Capital LLC
✚
|
NC | 0.2 |
|
Robinhood Asset Management LLC
✚
|
CA | 0.2 |
|
O'Connor Wealth Management Inc
✚
|
CA | 0.2 |
|
Knickerbocker Advisors Inc
✚
|
0.2 | |
|
John Boyer Inc
✚
|
FL | 0.2 |
|
Avant Financial Advisors LLC
✚
|
TX | 0.2 |
|
Black Horse Wealth Management LLC
✚
|
0.2 | |
|
Family CFO LLC
✚
|
NY | 0.2 |