# LWM ADVISORS INC

LWM ADVISORS INC of EL DORADO HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146620
- Type: SEC-registered investment adviser
- SEC file number: 801-127193
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Kayle Erik Larsen | PRESIDENT | — |
| Michael Brian Haskins | CHIEF COMPLIANCE OFFICER | — |
| LARSEN KAYLE ERIK | PRESIDENT | — |
| HASKINS MICHAEL BRIAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146620/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146620/similar
- Related entities: https://search.stillhousedata.com/firm/146620/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146620

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.