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Lpwm LLC

● SEC registered since 2019CRD 299007SEC# 801-114689Minneapolis, MN
Export (members)
Reg. AUM
$376.3M
Employees
6
Accounts
1,361
Location
Minneapolis, MN

Lpwm LLC assets under management

Lpwm LLC is a registered investment adviser overseen by the SEC based in Minneapolis, MN. The firm has been registered since 2019. It reports $376.3 million in regulatory assets under management and employs 6 people.

Lpwm LLC owners & executives

2 reported
NameTitleOwnershipSince
David Matthew Benning ControlManaging Member / Managing Partner / Chief Compliance Officer50-75%2018
Jeffery James Sutton ControlManaging Member / Managing Partner50-75%2018

Frequently asked questions

How much does Lpwm LLC manage?

Lpwm LLC reports $376.3 million in regulatory assets under management on its Form ADV.

How many employees does Lpwm LLC have?

Lpwm LLC reports 6 employees.

Where is Lpwm LLC located?

Lpwm LLC is based in Minneapolis, MN and has been SEC-registered since 2019.

Does Lpwm LLC disclose fund performance?

Lpwm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 S. 8th Street, Suite 1110, Minneapolis, MN 55402
Phone(612) 315-2105
Fax(612) 677-3092
Office hours9:00 a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$376.3M
Non-discretionary$0
Total (RAUM)$376.3M