|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| LWM Advisors Inc
✚
|
|
|---|---|
| CRD # | 146620 |
| SEC # | 801-127193 |
| CIK # | 0002067328 |
| AUM | $148.7 M (2025-06-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 916-939-6860 |
| Address | 5180 Golden Foothill Pkwy, Ste 220 El Dorado Hills, CA 95762 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Nvidia Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 54.6 |
| (b) Individuals (high net worth individuals) | 40 | 86.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 151.4 |
| By Discretionary | ||
| Discretionary | 608 | 151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 608 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 608 | 151.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002067328] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
No Fate BWWM LLC
✚
|
TX | 0.1 |
|
Pearl Wealth LLC
✚
|
OR | 0.1 |
|
Stonekeep Investments LLC
✚
|
0.1 | |
|
SAFS LLC
✚
|
PA | 0.1 |
|
North Shore Investment Consulting LLC
✚
|
IL | 0.1 |
|
Retirement Advisors Inc
✚
|
AL | 0.1 |
|
Investors Mosaic LLC
✚
|
0.1 | |
|
BFI Wealth Solutions LLC
✚
|
TX | 0.1 |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.1 |
|
Stonefield Investment Advisory Inc
✚
|
IA | 0.1 |