LWM Advisory Services, LLC

Business address
1250 S Pine Island Rd, Ste 350, Plantation, FL, 33324
State of incorporation
FL
Fiscal year end
December 31
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LWM Advisory Services, LLC has filed 18 SEC EDGAR filings since 2/18/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 25, 2025 Sep 30, 2025 028-22298
N-PX Open Document Open Filing Aug 28, 2025 Jun 30, 2025 028-22298
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-22298
13F-HR Open Document Open Filing May 13, 2025 Mar 31, 2025 028-22298
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-22298
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-22298
N-PX Open Document Open Filing Aug 27, 2024 Jun 30, 2024 028-22298
13F-HR Open Document Open Filing Aug 8, 2024 Jun 30, 2024 028-22298
13F-HR Open Document Open Filing May 9, 2024 Mar 31, 2024 028-22298
13F-HR Open Document Open Filing Feb 5, 2024 Dec 31, 2023 028-22298
13F-HR Open Document Open Filing Nov 2, 2023 Sep 30, 2023 028-22298
13F-HR Open Document Open Filing Aug 7, 2023 Jun 30, 2023 028-22298
13F-HR Open Document Open Filing May 3, 2023 Mar 31, 2023 028-22298
13F-HR Open Document Open Filing Feb 7, 2023 Dec 31, 2022 028-22298
13F-HR Open Document Open Filing Nov 16, 2022 Sep 30, 2022 028-22298
13F-HR Open Document Open Filing Aug 15, 2022 Jun 30, 2022 028-22298
13F-HR Open Document Open Filing May 9, 2022 Mar 31, 2022 028-22298
13F-HR Open Document Open Filing Feb 18, 2022 Dec 31, 2021 028-22298