| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Lynnette Smith Control | Member | 50-75% | 2004 |
| Noura O Quntar | Cco | Under 5% | 2022 |
| Wade Smith Control | Managing Member | 50-75% | 2004 |
L & W Financial, LLC reports $158.6 million in regulatory assets under management on its Form ADV.
L & W Financial, LLC reports 8 employees.
L & W Financial, LLC is based in College Station, TX and has been SEC-registered since 2023.
L & W Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 511 University Dr. E, Suite 210, College Station, TX 77840 |
| Phone | 979-431-5440 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $153.1M |
| Non-discretionary | $5.5M |
| Total (RAUM) | $158.6M |