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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CCO, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| DUBOSE, TONY, EDWARD | I | MANAGER, CIO | NA | Control |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYMANN, II, THOMAS, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
| LEGACY WEALTH MANAGEMENT INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | F | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| DUBOSE, TONY, EDWARD | I | TONY E. DUBOSE DECLARATION TRUST | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
| TONY E. DUBOSE DECLARATION TRUST | DE | LEGACY WEALTH MANAGEMENT, INC. | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (13)
CA CO CT FL GA LA MA MD NC NJ NY OH TX
Address
1250 S. PINE ISLAND ROADSUITE 350
PLANTATION, FL 33324
United States
Phone: 954-474-7100