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| LNW Wealth Management LLC
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|---|---|
| CRD # | 113400 |
| SEC # | 801-60345 |
| CIK # | 0000924898 |
| AUM | 4,526.3 M (2025-10-01) |
| Employees | 91 (48% Investors, 0% Brokers) |
| Phone | 206-464-5100 |
| Address | 801 Second Avenue, Suite 1600 Seattle, WA 98104-1564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Sprott Physical Gold Trust | 0.0 | ||
| Getty Images Holdings Inc | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Intuit Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 0.0 |
| (b) Individuals (high net worth individuals) | 429 | 4.4 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 2,463 | 4.5 |
| By Discretionary | ||
| Discretionary | 2,142 | 3.7 |
| Non-Discretionary | 321 | 0.8 |
| Total | 2,463 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 1.5 | |
| Total | 2,463 | 4.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000924898] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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|---|---|---|
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|
BOK Financial Securities Inc
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