PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Lnw Wealth Management, LLC

CRD 113400SEC# 801-60345Seattle, WA
Export (members)
No longer SEC-registered. Lnw Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.53B
Employees
91
Accounts
2,463
Location
Seattle, WA

Lnw Wealth Management, LLC assets under management

Lnw Wealth Management, LLC is an SEC-registered investment adviser based in Seattle, WA. It reports $4.5 billion in regulatory assets under management and employs 91 people.

Lnw Wealth Management, LLC owners & executives

12 reported
NameTitleOwnershipSince
Jaclyne Li'E Badal ControlGeneral CounselUnder 5%2023
Kayla Marie Kemner ControlChief Financial OfficerUnder 5%2024
Kristen Powers Bauer ControlCeoUnder 5%2020
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Lnw Wealth Management, LLC manage?

Lnw Wealth Management, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.

How many employees does Lnw Wealth Management, LLC have?

Lnw Wealth Management, LLC reports 91 employees.

Where is Lnw Wealth Management, LLC located?

Lnw Wealth Management, LLC is based in Seattle, WA.

Does Lnw Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address801 Second Avenue, Suite 1600, Seattle, WA 98104-1564
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$4.53B▼ 2%
Jan '25 — $4.63BFeb '25 — $4.63BMar '25 — $4.53BApr '25 — $4.53BMay '25 — $4.53BJun '25 — $4.53BJul '25 — $4.53BAug '25 — $4.53BSep '25 — $4.53BOct '25 — $4.53BNov '25 — $4.53BDec '25 — $4.53BJan '26 — $4.53BFeb '26 — $4.53BMar '26 — $4.53BApr '26 — $4.53BMay '26 — $4.53BJun '26 — $4.53B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$4.53Bregulatory AUM
Discretionary $3.74BNon-discretionary $786.7M