LCW PLANNING AND INVESTMENTS, LLC

LCW PLANNING AND INVESTMENTS, LLC of LAWRENCE, MA is an SEC-registered investment adviser (CRD 338407).

Registration

• CRD: 338407
• Type: Registered investment adviser
• Location: 303 CANAL STREET, LAWRENCE, MA, 01840
• Phone: 978-689-8822
• Latest filing: 2026-03-27
• Clients: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search