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| LWMG LLC
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|
|---|---|
| CRD # | 322210 |
| SEC # | 801-125975 |
| CIK # | 0001964955 |
| AUM | $717.2 MM (2023-03-23) |
| Employees | 14 (100% Investors, 100% Brokers) |
| Phone | 800-251-9932 |
| Address | 8665 Hudson Blvd N Lake Elmo, MN 55042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.9 | |
| MMM | 74,165.4 | 5.7 | |
| ADI | 77,186.0 | 3.9 | |
| LMT | 111,953.9 | 2.7 | |
| MSFT | 1,918,222.4 | 2.3 | |
| AMZN | 1,092,997.8 | 2.0 | |
| TECH | 13,575.2 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,481 | 383.1 |
| (b) Individuals (high net worth individuals) | 341 | 294.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 14 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,699 | 687.6 |
| By Discretionary | ||
| Discretionary | 2,679 | 674.8 |
| Non-Discretionary | 20 | 12.8 |
| Total | 2,699 | 687.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.6 | |
| Total | 2,699 | 687.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001964955] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eagle Bay Advisors LLC
✚
|
NY | 0.7 |
|
HTG Investment Advisors Inc
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|
CT | 0.7 |
|
Fierston Financial Group Inc
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|
CT | 0.7 |
|
Stephens Consulting LLC
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|
MI | 0.7 |
|
Walter & Keenan Wealth Management LLC
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|
IN | 0.7 |
|
Timescale Financial Inc
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|
MA | 0.7 |
|
Lafayette Investments Inc
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|
MD | 0.7 |
|
Naviter Wealth LLC
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|
AR | 0.7 |
|
Roberts Glore & Co
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|
IL | 0.7 |
|
Sprinkle Financial Consultants LLC
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|
CO | 0.7 |