RIA Intelligence

LWO LLC

CRD #282281 SEC #801-128152 DALLAS, TX 605-380-5347
SEC Registered Private Funds
Total AUM
$539.5M
Discretionary
$539.5M
Employees
20
Clients
--
Accounts
5

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Andera, Jill, KatherineIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
Andera, Jill, KatherineIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
Andera, Jill, KatherineIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
Andera, Jill, KatherineIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
CEDERBERG, JILL, KATHERINEIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
CEDERBERG, JILL, KATHERINEIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
CEDERBERG, JILL, KATHERINEIDIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICERNA Control
CEDERBERG, JILL, KATHERINEIDIRECTOR OF ACCOUNTING AND CHIEF COMPLIANCE OFFICERNA Control
BASTABLE, JORDAN, JACOBIMANAGING MEMBERD Control
BASTABLE, JORDAN, JACOBIMANAGING MEMBERD Control
BASTABLE, JORDAN, JACOBIMANAGING MEMBERD Control
BASTABLE, JORDAN, JACOBIMANAGING MEMBERD Control
BASTABLE, JORDAN, JACOBIMANAGING MEMBERD Control
BURGUM, BROOKS, FREDERICKIMANAGING MEMBERD Control
BURGUM, BROOKS, FREDERICKIMANAGING MEMBERD Control
BURGUM, BROOKS, FREDERICKIMANAGING MEMBERD Control
BURGUM, BROOKS, FREDERICKIMANAGING MEMBERD Control
BURGUM, BROOKS, FREDERICKIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Bastable, JordanIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control
Burgum, BrooksIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (3)

MO ND TX

Address

2519 FAIRMOUNT ST.
DALLAS, TX 75201
United States
Phone: 605-380-5347