Unclaimed Profile

Michael Anthony Lambrecht

IWC ASSET MANAGEMENT LLC·PLEASANTON, California

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 6620 years registeredIWC ASSET MANAGEMENT LLC

6701 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 1846927Firm CRD# 286445

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Anthony Lambrecht · PLEASANTON, CA

Registration

CRD #1846927 · IWC ASSET MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

SAVVY

Jan 2025 – present

FARTHER

Nov 2023 – Dec 2024

PLEASONTON, CA

IWC ASSET MANAGEMENT LLC

May 2018 – Dec 2023

PLEASANTON, CA

INTEGRATED WEALTH COUNSEL, LLC

Jun 2016 – Dec 2016

Pleasanton, CA

CHARLES SCHWAB & CO., INC.

Apr 2006 – Jun 2016

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · April 18, 2006

Years registered · 20

Disclosure History

2009Customer Dispute·Settled

2008Customer Dispute·Denied

2008Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IWC ASSET MANAGEMENT LLC

CRD 286445 · SEC 801-108944

AUM

$92M

Regulatory assets under management

Employees

160 client accounts

Services offered by IWC ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IWC ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michael Anthony Lambrecht offer?

Michael Anthony Lambrecht specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANTON, California for a consultation.

What are Michael Anthony Lambrecht's credentials?

Michael Anthony Lambrecht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Anthony Lambrecht located?

Michael Anthony Lambrecht is based in PLEASANTON, California, working with IWC ASSET MANAGEMENT LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Michael Anthony Lambrecht charge for services?

Michael Anthony Lambrecht'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 IWC ASSET MANAGEMENT LLC?

IWC ASSET MANAGEMENT LLC has approximately 1 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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