|
⚲
|
| LPWM LLC
✚
|
|
|---|---|
| CRD # | 299007 |
| SEC # | 801-114689 |
| CIK # | 0001801101 |
| AUM | $376.3 M (2025-02-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 612-315-2105 |
| Address | 121 S 8th Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 130.1 |
| (b) Individuals (high net worth individuals) | 101 | 237.0 |
| (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 | 9.1 |
| (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 | 1,361 | 376.3 |
| By Discretionary | ||
| Discretionary | 1,361 | 376.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,361 | 376.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 375.1 | |
| Total | 1,361 | 376.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801101] |
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|---|---|---|
|
MWA Financial Services Inc
✚
|
IL | 0.4 |
|
Strategic Asset Management Group Advisors Inc
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|
FL | 0.4 |
|
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TX | 0.4 |
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|
Alpha Financial Partners LLC
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KY | 0.4 |
|
Symphony Financial Services Inc
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OH | 0.4 |
|
Serenity Investment Advisors LLC
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|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
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|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
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|
IA | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |