Investment adviser · CRD 113400

LNW

Investment adviser filing (IA)

LNW WEALTH MANAGEMENT, LLC

SEATTLE, WA, United States · Form ADV filed Oct 1, 2025

Regulatory AUM
$4.53B
Form ADV · Item 5.F
Client accounts
2,463
Accounts, not individual clients
Employees
91
Reported in this filing
Advisory professionals
44
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals429$4,439,908,36198.1%
Individuals132$39,685,9120.9%
Charities5$28,290,5020.6%
Pooled investment vehicles1$18,400,0000.4%
Filing source

Form ADV 2018892 · Oct 1, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LNWM RENEWABLE POWER FUND, LPPrivate Equity Fund · Last reported Oct 1, 2025$18.4MGross asset value
Fund administrator MUFG ALTERNATIVE FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS, LLP SEATTLE, Washington, United States
Custodian MUFG ALTERNATIVE FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS, LLP
PCAOB 659

Fund details & source
Fund ID
805-6943351562
Reported beneficial owners
29
Minimum commitment
$250K
Form D file number
021-283922

Form ADV 2018892 · Oct 1, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Oct 1, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

801 SECOND AVENUE, SUITE 1600
SEATTLE, WA, 98104-1564, United States

CRD 113400

Filing source

Form ADV 2018892 · Oct 1, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.