LWM ADVISORY SERVICES, LLC of PLANTATION, FL is an SEC-registered investment adviser (CRD 172009). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Thomas Gregory Reymann | CHIEF COMPLIANCE OFFICER | — |
| Ii Thomas Reymann | CHIEF COMPLIANCE OFFICER | — |
| Tony Edward Dubose | MANAGER, CIO; PRESIDENT; TRUSTEE | — |
| REYMANN II THOMAS GREGORY | CHIEF COMPLIANCE OFFICER | — |
| DUBOSE TONY EDWARD | MANAGER, CCO; MANAGER, CCO, CIO; MANAGER, CIO (+3 more) | — |
| Joel Angel Palatnik | MEMBER | — |
| Sonja Koppenwallner | MEMBER | — |