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FWI WEALTH MANAGEMENT LLC

Advisory

GA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in GA

#569

of 607 advisers by AUM

Average account

$642K

across 94 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$57M

Non-Discretionary AUM$3M

Discretionary %95.1%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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