Advertisement
Screener

LWM Advisory Services, LLC Current Holdings: USA Stocks

LWM Advisory Services, LLC

LWM Advisory Services, LLC reported a Form 13F information table total of $93.66 million in 76 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1697716): holdings report, quarter ended 2026-03-31, filed 2026-04-29; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Wall Capital Group, Inc.United States$0.094B23
GRITSTONE ASSET MANAGEMENT LLCUnited States$0.094B154
Wallace Advisory Group, LLCUnited States$0.094B226
Telligent Fund, LPHong Kong$0.094B24
Robocap Asset Management LtdUnited Kingdom$0.094B23
Arrow Investment Advisors, LLCUnited States$0.094B59
WealthCare Asset Management, LLCUnited States$0.094B32
FirstWave Capital Management LLCUnited States$0.094B27
NEW VERNON INVESTMENT MANAGEMENT LLCUnited States$0.094B39
SURIENCE PRIVATE WEALTH LLCUnited States$0.093B40