SPWM ADVISORS LLC

SPWM ADVISORS LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 328977). Regulatory assets under management: $299.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (5)

NameRoleLocation
Lauren Renee GolbaCHIEF COMPLIANCE OFFICER; PRESIDENT
Matthew Thomas GolbaMANAGING MEMBER; PRESIDENT
GOLBA THEODORE THOMASMANAGING MEMBER; PRESIDENT
Golba Lauren ReneeCHIEF COMPLIANCE OFFICER; PRESIDENT
KENNARD HARRISON MICHAELMANAGING MEMBER; MEMBER

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