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LWO LLC
2519 Fairmount St.
Dallas, Texas 75201
Tel: 469-351-3470
About LWO LLC
LWO LLC, formally registered with the SEC as LWO LLC. The firm was established in 06/14/2023. They have over 3 offices throughout the country.
LWO LLC is a Dallas, Texas based Financial Planning firm with nearly $278,636,904 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282281 |
| SEC# | 801-128152 |
| Assets Managed by Firm | $278,636,904 |
| No. of Clients | 4 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (MONITORING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $278,636,904 |
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