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Lwm Advisory Services, LLC

● SEC registered since 2014CRD 172009SEC# 801-80096Plantation, FL
Export (members)
Reg. AUM
$837.8M
Employees
10
Accounts
1,881
Location
Plantation, FL

Lwm Advisory Services, LLC assets under management

Lwm Advisory Services, LLC is an investment advisory firm registered with the SEC based in Plantation, FL. The firm has been registered since 2014. It reports $837.8 million in regulatory assets under management and employs 10 people.
www.lwmfl.comView on SEC.gov ↗

Lwm Advisory Services, LLC owners & executives

6 reported
NameTitleOwnershipSince
II Thomas Gregory ReymannChief Compliance OfficerUnder 5%2021
Legacy Wealth Management Inc. ControlMemberOver 75%2014
Tony Edward Dubose ControlManager, CioUnder 5%2014
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Frequently asked questions

How much does Lwm Advisory Services, LLC manage?

Lwm Advisory Services, LLC reports $837.8 million in regulatory assets under management on its Form ADV.

How many employees does Lwm Advisory Services, LLC have?

Lwm Advisory Services, LLC reports 10 employees.

Where is Lwm Advisory Services, LLC located?

Lwm Advisory Services, LLC is based in Plantation, FL and has been SEC-registered since 2014.

Does Lwm Advisory Services, LLC disclose fund performance?

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

Contact & registration

Address1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
Phone954-474-7100
Fax954-474-7399
Office hours8:30 a.m. - 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1697716
Discloses disciplinary historyNo

Assets under management

Discretionary$661.7M
Non-discretionary$176.2M
Total (RAUM)$837.8M