LWM WEALTH MANAGEMENT, INC
CRD #319124 SEC #801-123455 KENAI, AK 907-283-5646
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alaska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIFFIN, MARK, ALAN | I | OWNER | D | Control |
| WELLS, ROY, ALEXANDER | I | OWNER/CCO | D | Control |
Registrations
Federal
IA
Feb 14, 2022 REGISTERED
Notice Filings (1)
AK
Address
10735 KENAI SPUR HWYSUITE 3
KENAI, AK 99611
United States
Phone: 907-283-5646