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Lcw Services, LLC

● SEC registered since 2025CRD 337998SEC# 801-134316Virginia Beach, VA
Export (members)
Reg. AUM
$234.9M
Employees
6
Accounts
898
Location
Virginia Beach, VA

Lcw Services, LLC assets under management

Lcw Services, LLC operates as an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2025. It reports $234.9 million in regulatory assets under management and employs 6 people.

Lcw Services, LLC owners & executives

7 reported
NameTitleOwnershipSince
Lci LLC ControlOwnerOver 75%2020
Rachel T Wren ControlDirector Of OperationsUnder 5%2025
Recj LLC ControlOwner25-50%2022
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Frequently asked questions

How much does Lcw Services, LLC manage?

Lcw Services, LLC reports $234.9 million in regulatory assets under management on its Form ADV.

How many employees does Lcw Services, LLC have?

Lcw Services, LLC reports 6 employees.

Where is Lcw Services, LLC located?

Lcw Services, LLC is based in Virginia Beach, VA and has been SEC-registered since 2025.

Does Lcw Services, LLC disclose fund performance?

Lcw Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4669 South Blvd, Ste 105, Virginia Beach, VA 23452
Phone(757) 834-7606
Fax(757) 834-7606
Office hours7:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$234.9MNo change
Jan '26 — $234.9MFeb '26 — $234.9MMar '26 — $234.9MApr '26 — $234.9MMay '26 — $234.9MJun '26 — $234.9M
Jan '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$234.9Mregulatory AUM
Discretionary $234.9MNon-discretionary $37K