Lwm Advisory Services, LLC
● SEC registered since 2014CRD 172009SEC# 801-80096Plantation, FL
Reg. AUM
$1.09B
Employees
10
Accounts
1,987
Location
Plantation, FL
Lwm Advisory Services, LLC assets under management
Lwm Advisory Services, LLC is an investment advisory firm registered with the SEC based in Plantation, FL. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 10 people.
Lwm Advisory Services, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| II Thomas Gregory Reymann | Chief Compliance Officer | Under 5% | 2021 |
| Joel Angel Palatnik Control | Member | 25-50% | 2026 |
| Legacy Wealth Management Inc. Control | Member | 50-75% | 2014 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lwm Advisory Services, LLC manage?
Lwm Advisory Services, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Lwm Advisory Services, LLC have?
Lwm Advisory Services, LLC reports 10 employees.
Where is Lwm Advisory Services, LLC located?
Lwm Advisory Services, LLC is based in Plantation, FL and has been SEC-registered since 2014.
Does Lwm Advisory Services, LLC disclose fund performance?
Lwm Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1250 S. Pine Island Road, Suite 350, Plantation, FL 33324 |
| Phone | 954-474-7100 |
| Fax | 954-474-7399 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1697716 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $810.4MNon-discretionary $280.5M