Overview
Assets Under Management: $549 million
High-Net-Worth Clients: 124
Average Client Assets: $4.1 million
Frequently Asked Questions
LWS WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #162265), LWS WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
LWS WEALTH ADVISORS, INC. serves 124 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, LWS WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LWS WEALTH ADVISORS, INC. manages $549 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, LWS WEALTH ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.51%
Average Client Assets: $4.1 million
Total Client Accounts: 805
Discretionary Accounts: 798
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 162265
Filing ID: 1838592
Last Filing Date: 2024-03-06 15:31:00