LWS WEALTH ADVISORS OF COLORADO, INC.
CRD #168480 SEC #801-78400 BASKING RIDGE, NJ 970-688-7310
SEC Registered
Total AUM
$30.3M
Discretionary
$26.2M
Employees
2
Clients
0
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $30.3M | $26.2M | $4M | 2 | 0 |
| Jun 2018 | $27.2M | $23.7M | $3.5M | 1 | 0 |
| Mar 2018 | $27.2M | $23.7M | $3.5M | 1 | 0 |
| Mar 2018 | $27.2M | $23.7M | $3.5M | 1 | 0 |
| Aug 2017 | $23.1M | $19.8M | $3.3M | 1 | 26 |
| Jun 2017 | $23.1M | $19.8M | $3.3M | 1 | 26 |
| Mar 2017 | $22.2M | $18.8M | $3.4M | 1 | 26 |
| Jan 2017 | $17.2M | $13M | $4.2M | 1 | 26 |
| Mar 2016 | $17.2M | $13M | $4.2M | 1 | 26 |
| Apr 2015 | $15.7M | $11M | $4.7M | 1 | 26 |
| Mar 2015 | $15.7M | $11M | $4.7M | 1 | 26 |
| Mar 2015 | $15.7M | $11M | $4.7M | 1 | 26 |
| Apr 2014 | $9.2M | $5.4M | $3.8M | 1 | 11 |
| Mar 2014 | $9.2M | $5.4M | $3.8M | 1 | 11 |
| Dec 2013 | $0 | $0 | $0 | 1 | 0 |
| Dec 2013 | $0 | $0 | $0 | 1 | 26 |
| Nov 2013 | $0 | $0 | $0 | 1 | 26 |
| Nov 2013 | $0 | $0 | $0 | 1 | 26 |
| Aug 2013 | $0 | $0 | $0 | 1 | 26 |
| Jul 2013 | $0 | $0 | $0 | 1 | 26 |
DateFeb 2019
Total AUM$30.3M
Discretionary$26.2M
Non-Disc.$4M
Employees2
Clients0
DateJun 2018
Total AUM$27.2M
Discretionary$23.7M
Non-Disc.$3.5M
Employees1
Clients0
DateMar 2018
Total AUM$27.2M
Discretionary$23.7M
Non-Disc.$3.5M
Employees1
Clients0
DateMar 2018
Total AUM$27.2M
Discretionary$23.7M
Non-Disc.$3.5M
Employees1
Clients0
DateAug 2017
Total AUM$23.1M
Discretionary$19.8M
Non-Disc.$3.3M
Employees1
Clients26
DateJun 2017
Total AUM$23.1M
Discretionary$19.8M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2017
Total AUM$22.2M
Discretionary$18.8M
Non-Disc.$3.4M
Employees1
Clients26
DateJan 2017
Total AUM$17.2M
Discretionary$13M
Non-Disc.$4.2M
Employees1
Clients26
DateMar 2016
Total AUM$17.2M
Discretionary$13M
Non-Disc.$4.2M
Employees1
Clients26
DateApr 2015
Total AUM$15.7M
Discretionary$11M
Non-Disc.$4.7M
Employees1
Clients26
DateMar 2015
Total AUM$15.7M
Discretionary$11M
Non-Disc.$4.7M
Employees1
Clients26
DateMar 2015
Total AUM$15.7M
Discretionary$11M
Non-Disc.$4.7M
Employees1
Clients26
DateApr 2014
Total AUM$9.2M
Discretionary$5.4M
Non-Disc.$3.8M
Employees1
Clients11
DateMar 2014
Total AUM$9.2M
Discretionary$5.4M
Non-Disc.$3.8M
Employees1
Clients11
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients26
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients26
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients26