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| LWM Advisory Services LLC
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| |
|---|---|
| CRD # | 172009 |
| SEC # | 801-80096 |
| CIK # | 0001697716 |
| AUM | $694.7 MM (2024-03-12) |
| Employees | 9 (89% Investors, 89% Brokers) |
| Phone | 954-474-7100 |
| Address | 1250 S Pine Island Road Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.6 | |
| MSFT | 1,918,222.4 | 3.3 | |
| AMZN | 1,092,997.8 | 3.0 | |
| NVDA | 399,550.0 | 2.1 | |
| LLY | 301,789.7 | 1.6 | |
| FDS | 14,249.1 | 1.6 | |
| GOOG | 1,482,566.4 | 1.5 | |
| NEE | 150,166.4 | 1.2 | |
| JPM | 340,169.2 | 0.9 | |
| NU | 17,702.4 | 0.9 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 835 | 192.0 |
| (b) Individuals (high net worth individuals) | 149 | 313.7 |
| (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 | 88 | 151.9 |
| (h) Charitable organizations | 4 | 2.6 |
| (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 | 11 | 34.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,778 | 694.7 |
| By Discretionary | ||
| Discretionary | 1,666 | 551.8 |
| Non-Discretionary | 112 | 143.0 |
| Total | 1,778 | 694.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.8 | |
| United States Persons | 654.9 | |
| Total | 1,778 | 694.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697716] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beverly Hills Private Wealth LLC
✚
|
CA | 0.7 |
|
Apeiron RIA LLC
✚
|
TX | 0.7 |
|
Carson Advisory Inc
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|
GA | 0.7 |
|
Johnson Bixby & Associates LLC
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|
WA | 0.7 |
|
Credicorp Capital Advisors LLC
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|
FL | 0.7 |
|
Oliver Luxxe Assets LLC
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|
NJ | 0.7 |
|
Founders Capital Management LLC
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|
CT | 0.7 |
|
Financial Services Advisory Inc
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|
MD | 0.7 |
|
Roof Eidam Maycock Peralta LLC
✚
|
CA | 0.7 |
|
Retirement Fund Management LLC
✚
|
GA | 0.7 |