| Name | Title | Ownership | Since |
|---|---|---|---|
| Kayle Erik Larsen Control | President | Over 75% | 2022 |
| Michael Brian Haskins | Chief Compliance Officer | Under 5% | 2022 |
Lwm Advisors Inc reports $148.7 million in regulatory assets under management on its Form ADV.
Lwm Advisors Inc reports 3 employees.
Lwm Advisors Inc is based in El Dorado Hills, CA and has been SEC-registered since 2023.
Lwm Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 |
| Phone | 916-939-6860 |
| Fax | 916-357-9803 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $148.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $148.7M |