Lwm Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plantation, FL. Its latest Form ADV filing, dated April 3, 2026, reports $1.1B in regulatory assets under management, 10 employees, 2 offices, and 1,987 accounts.
Assets Under Management
$1.1B
Employees
10
Offices
2 offices
Total Clients
1,111
Primary office
PLANTATION, FL
1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, United States
Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
801
2
HNWI
16.9%
188
3
Pension Plans
9.5%
106
4
Corporations
1.1%
12
5
Charitable
0.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 3, 2026
Discretionary74.3%
$810M
74% of total RAUM74.3%
Non-discretionary25.7%
$281M
26% of total RAUM25.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts1,987
10Y AUM Change+$888M (+436.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee111:1
10Y Employee Change-1 (-9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.