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| LWS Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 162265 |
| SEC # | 801-77756 |
| CIK # | 0001801634 |
| AUM | $548.7 MM (2024-03-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-630-9237 |
| Address | 141 Linden Dr Basking Ridge, NJ 07920 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 22.3 |
| (b) Individuals (high net worth individuals) | 124 | 507.6 |
| (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 | 7 | 18.2 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 548.7 |
| By Discretionary | ||
| Discretionary | 798 | 528.8 |
| Non-Discretionary | 7 | 19.9 |
| Total | 805 | 548.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 74.3 | |
| United States Persons | 474.5 | |
| Total | 805 | 548.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801634] |
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|---|---|---|
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Swisspartners Advisors AG
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0.6 | |
|
Everest Consultants LLC
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NY | 0.5 |
|
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|
Benchmark Financial Wealth Advisors LLC
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New World Advisors LLC
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CA | 0.5 |
|
ARK & TLK Investments LLC
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OK | 0.5 |
|
Signal Securities Inc
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TX | 0.5 |
|
ABS Legacy Partners LLC
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