|
⚲
|
| LNW Wealth Management LLC
✚
| |
|---|---|
| CRD # | 113400 |
| SEC # | 801-60345 |
| CIK # | 0000924898 |
| AUM | $4.6 BB (2024-06-28) |
| Employees | 96 (68% Investors, 0% Brokers) |
| Phone | 206-464-5100 |
| Address | 801 Second Avenue, Suite 1600 Seattle, WA 98104-1564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 332.3 | |
| AAPL | 2,382,844.0 | 18.7 | |
| AMZN | 1,092,997.8 | 16.7 | |
| NVDA | 399,550.0 | 11.6 | |
| PHYS | 8.7 | ||
| ABT | 187,298.3 | 6.8 | |
| IBM | 127,593.9 | 6.8 | |
| PG | 338,108.9 | 5.5 | |
| XOM | 385,508.3 | 5.3 | |
| GS | 102,858.9 | 5.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | LNWM Renewable Power Fund LP | [2017-03-30] | 18.4 | 14.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 0.0 |
| (b) Individuals (high net worth individuals) | 425 | 4.5 |
| (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 | 9 | 0.1 |
| (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 | 2,613 | 4.6 |
| By Discretionary | ||
| Discretionary | 2,333 | 4.2 |
| Non-Discretionary | 280 | 0.4 |
| Total | 2,613 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 2,613 | 4.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Kristi Mathisen | 1 | ||
| Tad Trammell | 1 | ||
| Robert Hille | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000924898] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Laird Norton Wetherby Wealth Management LLC
✚
|
CA | 7.3 |
|
H M Payson & Co
✚
|
ME | 7.0 |
|
Soltis Investment Advisors LLC
✚
|
UT | 6.8 |
|
Trillium Asset Management LLC
✚
|
MA | 5.0 |
|
Evergreen Capital Management LLC
✚
|
WA | 4.6 |
|
Abacus Wealth Partners LLC
✚
|
CA | 3.1 |
|
BIP Wealth LLC
✚
|
GA | 2.8 |
|
Popular Securities LLC
✚
|
PR | 2.2 |
|
JD Euroway Capital Partners LLC
✚
|
2.2 | |
|
Arnerich Massena Inc
✚
|
OR | 1.7 |