| Name | Title | Ownership | Since |
|---|---|---|---|
| Lauren Renee Golba Control | Chief Compliance Officer | Under 5% | 2023 |
| Lrg Financial, Inc. Control | Owner | 25-50% | 2023 |
| Matthew Thomas Golba Control | Managing Member | Under 5% | 2023 |
Spwm Advisors LLC reports $225.8 million in regulatory assets under management on its Form ADV.
Spwm Advisors LLC reports 12 employees.
Spwm Advisors LLC is based in Traverse City, MI and has been SEC-registered since 2024.
Spwm Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 134 W State Street, Suite 200, Traverse City, MI 49684 |
| Phone | (231) 668-6999 |
| Fax | 231-943-1247 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $225.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $225.8M |