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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