LWM ADVISORS INC

LWM ADVISORS INC of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 146620). Regulatory assets under management: $172.2M.

Registration

• CRD: 146620
• SEC file number: 801-127193
• Type: Registered investment adviser
• Location: 5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, CA, 95762
• Phone: 916-939-6860
• Latest filing: 2026-03-05
• Regulatory AUM: $172.2M
• Discretionary AUM: $172.2M
• Clients: 3
• Accounts: 616

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146620 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search