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LWS Wealth Advisors Inc
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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) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001801634] |
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Swisspartners Advisors AG
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|
0.6 | |
Everest Consultants LLC
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NY | 0.5 |
Lauterbach Financial Advisors LLC
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TX | 0.5 |
Benchmark Financial Wealth Advisors LLC
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FL | 0.5 |
New World Advisors LLC
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MA | 0.5 |
Capital Investment Counsel LLC
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|
CO | 0.5 |
EWG Elevate Inc
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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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|
NC | 0.5 |