LWMG, LLC

Advisory

N·LAKE ELMO, MN

Data as of Jul 25, 2024 · Source: SEC Form ADV

Total AUM

$824M

1-Year AUM Growth

+14.9%

3-Year CAGR

—

Employees

12

Assets Under Management

Total AUM$824M

Discretionary AUM$794M

Non-Discretionary AUM$30M

Discretionary %96.3%

Total Clients—

Team

Total Employees12

Investment Advisers40

Employee Growth (1Y)-14.3%

Filing History

Total Filings on Record11

First FilingMay 27, 2022

Latest FilingJul 25, 2024

🔒 Full AUM trend chart and 11 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 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 LWMG, LLC

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