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| LWM Advisory Services LLC
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|---|---|
| CRD # | 172009 |
| SEC # | 801-80096 |
| CIK # | 0001697716 |
| AUM | 1,090.9 M (2026-04-03) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 954-474-7100 |
| Address | 1250 S Pine Island Road Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 8.2 | |
| World Currency Gold Trust | 4.2 | |
| Amazon Com Inc | 3.1 | |
| Nvidia Corp | 2.8 | |
| Microsoft Corp | 2.7 | |
| Alphabet Inc | 2.2 | |
| J P Morgan Chase & Co | 1.2 | |
| Alphabet Inc | 1.0 | |
| FPL Group Inc | 0.8 | |
| Lilly Eli & Co | 0.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 801 | 233.0 |
| (b) Individuals (high net worth individuals) | 188 | 502.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 106 | 301.4 |
| (h) Charitable organizations | 4 | 4.0 |
| (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 | 12 | 50.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,987 | 1,090.9 |
| By Discretionary | ||
| Discretionary | 1,919 | 810.4 |
| Non-Discretionary | 68 | 280.5 |
| Total | 1,987 | 1,090.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 72.9 | |
| United States Persons | 1,018.0 | |
| Total | 1,987 | 1,090.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697716] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 33 (6 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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Integrated Investment Consultants LLC
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MI | 1,084.3 M |
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CW Investment Advisers LLC
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|
King Wealth Management Group LLC
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NY | 1,084.1 M |
|
Austin Wealth Management LLC
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TX | 1,083.0 M |