Lpwm LLC
● SEC registered since 2019CRD 299007SEC# 801-114689Minneapolis, MN
Reg. AUM
$464.8M
Employees
6
Accounts
1,452
Location
Minneapolis, MN
Lpwm LLC assets under management
Lpwm LLC is a registered investment adviser overseen by the SEC based in Minneapolis, MN. The firm has been registered since 2019. It reports $464.8 million in regulatory assets under management and employs 6 people.
Lpwm LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Matthew Benning Control | Managing Member / Managing Partner / Chief Compliance Officer | 50-75% | 2018 |
| Jeffery James Sutton Control | Managing Member / Managing Partner | 50-75% | 2018 |
Frequently asked questions
How much does Lpwm LLC manage?
Lpwm LLC reports $464.8 million in regulatory assets under management on its Form ADV.
How many employees does Lpwm LLC have?
Lpwm LLC reports 6 employees.
Where is Lpwm LLC located?
Lpwm LLC is based in Minneapolis, MN and has been SEC-registered since 2019.
Does Lpwm LLC disclose fund performance?
Lpwm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 121 S. 8th Street, Suite 1110, Minneapolis, MN 55402 |
| Phone | (612) 315-2105 |
| Fax | (612) 677-3092 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$464.8M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$464.8Mregulatory AUM
Discretionary $464.1MNon-discretionary $743K