# LWM ADVISORY SERVICES, LLC

LWM ADVISORY SERVICES, LLC of PLANTATION, FL is an SEC-registered investment adviser.

## Registration

- CRD: 172009
- Type: SEC-registered investment adviser
- SEC file number: 801-80096
- Location: 1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324
- Phone: 954-474-7100
- Latest filing: 2026-04-03
- Regulatory AUM: $1.1B
- Discretionary AUM: $810.4M
- Non-discretionary AUM: $280.5M
- Clients: 10
- Accounts: 1,987

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172009/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172009/similar
- Related entities: https://search.stillhousedata.com/firm/172009/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172009

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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.