SPWM ADVISORS LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 328977). Regulatory assets under management: $299.5M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Lauren Renee Golba | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Matthew Thomas Golba | MANAGING MEMBER; PRESIDENT | — |
| GOLBA THEODORE THOMAS | MANAGING MEMBER; PRESIDENT | — |
| Golba Lauren Renee | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| KENNARD HARRISON MICHAEL | MANAGING MEMBER; MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SANDUSKY | MI | 1 | (810) 648-4749 |
| MILFORD | MI | 1 | (248) 529-6288 |
| HOLLAND | MI | 1 | (231) 668-6999 |
| ALPENA | MI | 1 | (231) 668-6999 |
| — | — | 1 | (270) 484-6401 |
| — | — | 1 | (231) 349-4836 |