LWS Wealth Advisors Inc

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Assets, Funds, Holdings

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LWS Wealth Advisors Inc
CRD #162265
SEC #801-77756
CIK #0001801634
AUM $548.7 MM (2024-03-06)
Employees 3 (100% Investors, 0% Brokers)
Phone908-630-9237
Address141 Linden Dr
Basking Ridge, NJ 07920
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002009201420192025
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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Capital Investment Counsel LLC
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EWG Elevate Inc
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Signal Securities Inc
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ABS Legacy Partners LLC
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