LWS WEALTH ADVISORS, INC.

1 registered advisor·CRD# 162265
SEC# 801-777560908-630-9237
01

Firm Overview

AUM
$549M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LWS WEALTH ADVISORS, INC.

1 registered advisor
Lance Alden Lipset
BASKING RIDGE, New Jersey
05

Office Locations

BASKING RIDGE, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. LWS WEALTH ADVISORS, INC. (CRD# 162265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.