Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$735,404,495
Clients
989
19% high-net worth
Advisors
7
of 10 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
141
Very HighAverage account size
$743,584
LWM Advisory Services, LLC
1250 S. Pine Island Road, Suite 350
Plantation FL 33324, United States
Number of offices
3
California · Colorado · Connecticut · Florida · Georgia · Louisiana · Maryland · Massachusetts · New Jersey · New York · North Carolina · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
Plantation, FL
LWM Advisory Services, LLC
Series 63, Series 65
Plantation, FL
LWM Advisory Services, LLC
Series 63, Series 66
Plantation, FL
LWM Advisory Services, LLC
Series 63, Series 65
Plantation, FL
LWM Advisory Services, LLC
CFP®, Series 66
Plantation, FL
LWM Advisory Services, LLC
Series 63
Plantation, FL
LWM Advisory Services, LLC
Series 66
Plantation, FL
LWM Advisory Services, LLC
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