|
⚲
|
| LPWM LLC
✚
| |
|---|---|
| CRD # | 299007 |
| SEC # | 801-114689 |
| CIK # | 0001801101 |
| AUM | $315.1 MM (2024-08-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 612-315-2105 |
| Address | 121 S 8th Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 3.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 104.2 |
| (b) Individuals (high net worth individuals) | 95 | 202.2 |
| (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 | 8.6 |
| (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 | 1,234 | 315.1 |
| By Discretionary | ||
| Discretionary | 1,234 | 315.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,234 | 315.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 313.9 | |
| Total | 1,234 | 315.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801101] |
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|---|---|---|
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River Street Advisors LLC
✚
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IL | 0.3 |
|
PhiloSmith Capital Corporation
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CT | 0.3 |
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Lifesteps Financial Inc
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The Karras Company Inc
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UT | 0.3 |
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Summit Wealth Advocates LLC
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|
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|
TJT Capital Group LLC
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CT | 0.3 |
|
Garrison Asset Management LLC
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AR | 0.3 |
|
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