LWS WEALTH ADVISORS, INC.

LWS WEALTH ADVISORS, INC. is an SEC-registered investment adviser (CRD 162265). Regulatory assets under management: $548.7M.

Registration

• CRD: 162265
• SEC file number: 801-77756
• Type: Registered investment adviser
• Phone: 908-630-9237
• Latest filing: 2024-03-06
• Regulatory AUM: $548.7M
• Discretionary AUM: $528.8M
• Non-discretionary AUM: $19.9M
• Clients: 3
• Accounts: 805

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 162265 on SEC IAPD (source of record)
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