RIA Intel›Advisers›Washington›LNW WEALTH MANAGEMENT, LLC

LNW WEALTH MANAGEMENT, LLC

Advisory

N·SEATTLE, WA

Data as of Jun 28, 2024 · Source: SEC Form ADV

Total AUM

$4.5B

1-Year AUM Growth

+14.1%

3-Year CAGR

+3.7%

Employees

44

Assets Under Management

Total AUM$4.5B

Discretionary AUM$3.7B

Non-Discretionary AUM$787M

Discretionary %82.6%

Total Clients567

Team

Total Employees44

Investment Advisers91

Employee Growth (1Y)+62.5%

Filing History

Total Filings on Record65

First FilingJun 6, 2001

Latest FilingJun 28, 2024

🔒 Full AUM trend chart and 65 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LNW WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.