Lwm Advisors Inc
● SEC registered since 2023CRD 146620SEC# 801-127193El Dorado Hills, CA
Reg. AUM
$172.2M
Employees
3
Accounts
616
Location
El Dorado Hills, CA
Lwm Advisors Inc assets under management
Lwm Advisors Inc is an SEC-registered investment adviser based in El Dorado Hills, CA. The firm has been registered since 2023. It reports $172.2 million in regulatory assets under management and employs 3 people.
Lwm Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kayle Erik Larsen Control | President | Over 75% | 2022 |
| Michael Brian Haskins | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Lwm Advisors Inc manage?
Lwm Advisors Inc reports $172.2 million in regulatory assets under management on its Form ADV.
How many employees does Lwm Advisors Inc have?
Lwm Advisors Inc reports 3 employees.
Where is Lwm Advisors Inc located?
Lwm Advisors Inc is based in El Dorado Hills, CA and has been SEC-registered since 2023.
Does Lwm Advisors Inc disclose fund performance?
Lwm Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 |
| Phone | 916-939-6860 |
| Fax | 916-357-9803 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.2M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$172.2Mregulatory AUM
Discretionary $172.2M