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| Happy Holidays!! thanks for using AUM13F!! |
| LNW Wealth Management LLC
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| CRD # | 113400 |
| SEC # | 801-60345 |
| CIK # | 0000924898 |
| AUM | $4.5 B (2025-03-31) |
| Employees | 91 (48% Investors, 0% Brokers) |
| Phone | 206-464-5100 |
| Address | 801 Second Avenue, Suite 1600 Seattle, WA 98104-1564 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 330.5 | ||
| Apple Inc | 17.2 | ||
| Amazon Com Inc | 16.9 | ||
| International Business Machines Corp | 11.6 | ||
| Nvidia Corp | 8.9 | ||
| Getty Images Holdings Inc | 8.1 | ||
| Goldman Sachs Group Inc | 7.8 | ||
| Sprott Physical Gold Trust | 7.7 | ||
| Abbott Laboratories | 7.4 | ||
| J P Morgan Chase & Co | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | LNWM Renewable Power Fund LP | [2017-03-30] | 18.4 | 18.4 |
| 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 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Tad Trammell | 1 | ||
| Robert Hille | 1 | ||
| Kristi Mathisen | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000924898] |
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Jaffe Tilchin Investment Partners LLC
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Turtle Creek Wealth Advisors LLC
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