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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
| LIPSET, LANCE, ALDEN | I | PRESIDENT AND CCO | E | Control |
Registrations
Federal
IA
Feb 28, 2019 REGISTERED
Notice Filings (4)
CO NJ NY TX
Address
94 SOUTH FINLEY AVENUEBASKING RIDGE, NJ 07920
United States
Phone: 970-688-7310