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Roy Alexander Wells

LWM WEALTH MANAGEMENT, INC·KENAI, Alaska
Unclaimed Profile
10735 KENAI SPUR HWY, KENAI, AK 99611CRD# 3211238Firm CRD# 319124
01

About

Roy Alexander Wells is a registered financial advisor based in KENAI, Alaska, affiliated with LWM WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LWM WEALTH MANAGEMENT, INC
LWM WEALTH MANAGEMENT, INC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LWM WEALTH MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3211238
Firm CRD# 319124
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy Alexander Wells offer?
Roy Alexander Wells specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KENAI, Alaska for a consultation.
What are Roy Alexander Wells's credentials?
Roy Alexander Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Alexander Wells located?
Roy Alexander Wells is based in KENAI, Alaska, working with LWM WEALTH MANAGEMENT, INC. Their office serves clients in the KENAI metropolitan area and surrounding communities.
How does Roy Alexander Wells charge for services?
Roy Alexander Wells's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LWM WEALTH MANAGEMENT, INC?
LWM WEALTH MANAGEMENT, INC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENAI
Mark Alan Griffin — LWM WEALTH MANAGEMENT, INC
Nearby cities in Alaska
ANCHORAGE (66)JUNEAU (2)FAIRBANKS (2)
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ANCHORAGE GuideJUNEAU GuideFAIRBANKS Guide
Research
Advisor Fees in AlaskaNational Fee Analysis
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