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| Happy Holidays!! thanks for using AUM13F!! |
| LWM Advisory Services LLC
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| CRD # | 172009 |
| SEC # | 801-80096 |
| CIK # | 0001697716 |
| AUM | $837.8 M (2025-03-24) |
| Employees | 10 (80% Investors, 80% Brokers) |
| Phone | 954-474-7100 |
| Address | 1250 S Pine Island Road Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| World Currency Gold Trust | 17.0 | |
| Apple Inc | 6.0 | |
| Microsoft Corp | 4.5 | |
| Nvidia Corp | 4.1 | |
| Amazon Com Inc | 3.6 | |
| Factset Research Systems Inc | 1.8 | |
| J P Morgan Chase & Co | 1.5 | |
| Alphabet Inc | 1.4 | |
| Lilly Eli & Co | 1.3 | |
| FPL Group Inc | 1.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 856 | 203.8 |
| (b) Individuals (high net worth individuals) | 197 | 399.7 |
| (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 | 97 | 186.6 |
| (h) Charitable organizations | 4 | 3.9 |
| (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 | 43.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,881 | 837.8 |
| By Discretionary | ||
| Discretionary | 1,768 | 661.7 |
| Non-Discretionary | 113 | 176.2 |
| Total | 1,881 | 837.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 61.4 | |
| United States Persons | 776.5 | |
| Total | 1,881 | 837.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697716] |
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|---|---|---|
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CA | 0.8 |
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Gerald Baker Financial Group Llcdba Baker Financial Services
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Channel Wealth LLC
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CA | 0.8 |