LNW WEALTH MANAGEMENT, LLC

LNW WEALTH MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 113400). Regulatory assets under management: $4.5B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations, Investment cos.

Officers, owners & control persons (45)

Showing 25 of 45 people.

NameRoleLocation
Stephen Todd JanowskyPRESIDENT—
Lauren Eileen HalloranCHIEF COMPLIANCE OFFICER—
Kristen Powers BauerCEO—
Ronald Gerard AlbaharyCHIEF INVESTMENT OFFICER—
Jaclyne Li'E BadalGENERAL COUNSEL—
Kayla Marie KemnerCHIEF FINANCIAL OFFICER—
Robert TrinchetDIRECTOR OF TECHNOLOGY—
Trevor James HicksCHIEF TECHNOLOGY OFFICER—
HAUSWIRTH CHRISTOPHER SHANNONCHIEF BUSINESS DEVELOPMENT OFFICER—
BELL EARL WALLACECHIEF FINANCIAL OFFICER—
HILLE ROBERT JOHNGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER—
POTTER DEBORAH ANNDIRECTOR OF FIDUCIARY SERVICES; MANAGING DIRECTOR OF FIDUCIARY SERVICES—
KRYSTY KAYCEE WOHLEBCEO; PRESIDENT EMERITA; PRINCIPAL—
SIMMONDS RICHARD SCOTTPRINCIPAL—
EMORY ELIZABETH CARLEYCHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER—
LANGSETH LYNNE DEBORAHCHIEF OPERATING OFFICER; EXECUTIVE DIRECTOR—
KAUFMAN LORAN MICHELEDIRECTOR OF INVESTMENT RESEARCH—
PICKERING KENNETH SCOTTDIRECTOR OF OPERATIONS, REPORTING & TECHNOLOGY—
GOODWIN STEPHEN JOHNCHIEF BUSINESS DEVELOPMENT OFFICER—
BUTTERFIELD SCOTT RCHIEF CLIENT SERVICES OFFICER—
GEHRMANN CONRAD HCHIEF FINANCIAL OFFICER—
ALBAHARY RONALD GERARDCHIEF INVESTMENT OFFICER—
MATHISEN KRISTI MMANAGING DIRECTOR OF TAX AND FINANCIAL PLANNING—
MOSER ROBERT MICHAELPRESIDENT; PRESIDENT AND CEO—
ROGERS DOUGLAS SCOTTCHIEF INVESTMENT OFFICER—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
LNWM RENEWABLE POWER FUND, LPPrivate Equity FundWashington29$18.4M$250K

Branch offices (8)

CityStateEmployeesPhone
RADNORPA4610-977-2402
RADNORPA4610-977-2402
LOS ANGELESCA0213-855-4300
SAN FRANCISCOCA0415-399-9159
NEW YORKNY0212-292-4809
LOS ANGELESCA0213-855-4300
SAN FRANCISCOCA0415-399-9159
NEW YORKNY0212-292-4809

Fund service providers (1)

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