LWM ADVISORY SERVICES, LLC
CRD #172009 SEC #801-80096 PLANTATION, FL 954-474-7100
SEC Registered
Total AUM
$837.8M
Discretionary
$661.7M
Employees
10
Clients
10
Accounts
1,881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $837.8M | $661.7M | $176.2M | 10 | 37 |
| Mar 2024 | $694.7M | $551.8M | $143M | 9 | 35 |
| Mar 2023 | $596.6M | $503.4M | $93.2M | 9 | 32 |
| Nov 2022 | $501.6M | $484M | $17.6M | 9 | 39 |
| Aug 2022 | $501.6M | $484M | $17.6M | 9 | 39 |
| Mar 2022 | $501.6M | $484M | $17.6M | 9 | 39 |
| Jun 2021 | $404.8M | $388.9M | $15.9M | 8 | 36 |
| Apr 2021 | $404.8M | $388.9M | $15.9M | 8 | 36 |
| Mar 2021 | $404.8M | $388.9M | $15.9M | 8 | 36 |
| Aug 2020 | $340.5M | $327.7M | $12.8M | 8 | 38 |
| Jun 2020 | $340.5M | $327.7M | $12.8M | 8 | 38 |
| Mar 2020 | $340.5M | $327.7M | $12.8M | 8 | 38 |
| Mar 2019 | $284.1M | $273.1M | $11M | 10 | 24 |
| Mar 2018 | $258M | $250.2M | $7.9M | 11 | 16 |
| Jul 2017 | $203.3M | $190.8M | $12.5M | 11 | 600 |
| Mar 2017 | $203.3M | $190.8M | $12.5M | 11 | 600 |
| Sep 2016 | $202M | $189.3M | $12.7M | 11 | 400 |
| Mar 2016 | $130.6M | $122.9M | $7.7M | 7 | 400 |
| Aug 2015 | $104.2M | $98.9M | $5.3M | 6 | 300 |
| Aug 2015 | $104.2M | $98.9M | $5.3M | 6 | 300 |
| Mar 2015 | $104.2M | $98.9M | $5.3M | 6 | 300 |
| Nov 2014 | $101.4M | $97.9M | $3.6M | 6 | 0 |
| Nov 2014 | $83.9M | $83.9M | $0 | 6 | 0 |
| Nov 2014 | $83.9M | $83.9M | $0 | 6 | 0 |
| Nov 2014 | $83.9M | $83.9M | $0 | 6 | 0 |
| Jul 2014 | $0 | $0 | $0 | 4 | 0 |
| Jul 2014 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$837.8M
Discretionary$661.7M
Non-Disc.$176.2M
Employees10
Clients37
DateMar 2024
Total AUM$694.7M
Discretionary$551.8M
Non-Disc.$143M
Employees9
Clients35
DateMar 2023
Total AUM$596.6M
Discretionary$503.4M
Non-Disc.$93.2M
Employees9
Clients32
DateNov 2022
Total AUM$501.6M
Discretionary$484M
Non-Disc.$17.6M
Employees9
Clients39
DateAug 2022
Total AUM$501.6M
Discretionary$484M
Non-Disc.$17.6M
Employees9
Clients39
DateMar 2022
Total AUM$501.6M
Discretionary$484M
Non-Disc.$17.6M
Employees9
Clients39
DateJun 2021
Total AUM$404.8M
Discretionary$388.9M
Non-Disc.$15.9M
Employees8
Clients36
DateApr 2021
Total AUM$404.8M
Discretionary$388.9M
Non-Disc.$15.9M
Employees8
Clients36
DateMar 2021
Total AUM$404.8M
Discretionary$388.9M
Non-Disc.$15.9M
Employees8
Clients36
DateAug 2020
Total AUM$340.5M
Discretionary$327.7M
Non-Disc.$12.8M
Employees8
Clients38
DateJun 2020
Total AUM$340.5M
Discretionary$327.7M
Non-Disc.$12.8M
Employees8
Clients38
DateMar 2020
Total AUM$340.5M
Discretionary$327.7M
Non-Disc.$12.8M
Employees8
Clients38
DateMar 2019
Total AUM$284.1M
Discretionary$273.1M
Non-Disc.$11M
Employees10
Clients24
DateMar 2018
Total AUM$258M
Discretionary$250.2M
Non-Disc.$7.9M
Employees11
Clients16
DateJul 2017
Total AUM$203.3M
Discretionary$190.8M
Non-Disc.$12.5M
Employees11
Clients600
DateMar 2017
Total AUM$203.3M
Discretionary$190.8M
Non-Disc.$12.5M
Employees11
Clients600
DateSep 2016
Total AUM$202M
Discretionary$189.3M
Non-Disc.$12.7M
Employees11
Clients400
DateMar 2016
Total AUM$130.6M
Discretionary$122.9M
Non-Disc.$7.7M
Employees7
Clients400
DateAug 2015
Total AUM$104.2M
Discretionary$98.9M
Non-Disc.$5.3M
Employees6
Clients300
DateAug 2015
Total AUM$104.2M
Discretionary$98.9M
Non-Disc.$5.3M
Employees6
Clients300
DateMar 2015
Total AUM$104.2M
Discretionary$98.9M
Non-Disc.$5.3M
Employees6
Clients300
DateNov 2014
Total AUM$101.4M
Discretionary$97.9M
Non-Disc.$3.6M
Employees6
Clients0
DateNov 2014
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2014
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2014
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0