LW Advisors, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,891,201
Clients
76
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$472,253
About
LW Advisors, L.L.C. provides discretionary and non‑discretionary asset management and financial planning to individual and high‑net‑worth clients, managing approximately $35.9 million across about 76 client relationships. Services include ongoing portfolio management and written financial plans delivered according to the firm’s disclosed timeframes.
The firm builds investment programs around each client’s objectives, time horizon, and risk tolerance and uses both fundamental and technical analysis to evaluate securities and construct allocations. Strategies disclosed in the brochure range from long‑term holdings to shorter‑term trading and option writing (including covered, uncovered, and spreading strategies), with accounts monitored regularly and formal reviews generally conducted at least annually.
A feature that sets LW Advisors apart from most independent peers is its offering of occasional public seminars and workshops that are educational in nature and free to attend. The brochure also highlights that financial planning is available on an hourly or fixed‑fee basis (up to $10,000) and may be waived if the client implements the plan with the firm, and that client reporting is produced via BlueLeaf and delivered through secure email or a client portal.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
General estate planning guidance
General tax planning
Fee options
Fixed fee between $300 and $10,000 for financial planning; negotiable
Annual fee not to exceed 1.25%, negotiable
Up to $300 per hour for financial planning
Fee-only: Hourly fee up to $300 per hour or fixed fee ranging from $300 to $10,000 for financial planning; fees negotiable
Main office location
LW Advisors, L.L.C.
2404 Forest Drive, #240
Des Moines IA 50312, United States
Number of offices
1
Most active in
LW Advisors, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")