Assets Under Management
$127.0M
Number of Clients
257
Number of Advisors
4
Average Client AUM
$494K
AUM per Advisor
$31.8M
Compensation
Fee-Only (AUM)
LWM offers customized investment management services, using risk profiles to determine suitable strategies. They manage client portfolios using options strategies to enhance return and mitigate risk. LWM also serves as a sub-advisor to other investment advisors and mutual funds.
280 W. Canton Ave Ste 430, Winter Park, FL, 32789