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Building 2LWS WEALTH ADVISORS, INC.

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Phone908-630-9237
NotebookSEC #801-77756
Total AUM
$548.7M
Employees
3
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
908-630-9237

ReceiptFinancials

Total AUM
$548.7M
Accounts
805
Discretionary
$528.8M
Accounts
798
Non-Discretionary
$19.9M
Accounts
7

ContactClients

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Individual Clients
95
AUM
$22.3M
HNW Individual Clients
124
AUM
$507.6M
Pension/Profit Sharing Plan Clients
7
AUM
$18.2M
Charitable Organization Clients
1
AUM
$593.2K
Corporation or Business Clients
1
AUM
$5.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMANJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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