LWM WEALTH MANAGEMENT, INC

KENAI, Alaska·2 registered advisors·CRD# 319124
SEC# 801-1234550907-283-5646
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at LWM WEALTH MANAGEMENT, INC

2 registered advisors
Mark Alan Griffin
KENAI, Alaska
Roy Alexander Wells
KENAI, Alaska
05

Office Locations

KENAI, Alaska
2 advisors

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Data sourced from SEC Form ADV filings. LWM WEALTH MANAGEMENT, INC (CRD# 319124) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.