Overview
Assets Under Management: $564 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 177
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,001
Discretionary Accounts: 2,001
Regulatory Filings
CRD Number: 333032
Filing ID: 1984395
Last Filing Date: 2025-04-29 16:37:00
Website: https://lwp-llc.com