Investment adviser · CRD 319124

LWM WEALTH MANAGEMENT, INC

Investment adviser filing (IA)

KENAI, AK, United States · Form ADV filed Feb 14, 2022

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 14, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

10735 KENAI SPUR HWY, SUITE 3
KENAI, AK, 99611, United States

CRD 319124

Filing source

Form ADV 1603584 · Feb 14, 2022 · 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.