LWM Advisors Inc.
LWM Advisors Inc (Legacy Wealth Management) is a Florida-based investment advisory firm headquartered in Plantation, FL. The firm specializes in personalized financial planning and wealth management for individuals, families, and businesses. Founded around 2020, the firm operates as a Limited Liability Company and has a small team including 8 advisors with multiple professional certifications. They focus on providing tailored, client-centric solutions to help clients protect and grow their wealth.
Investment Strategy
LWM Advisors uses a portfolio approach that includes diverse investments customized to each client's needs. Their process begins with understanding a client's goals, then developing an Investment Policy Statement (IPS) to guide the strategy. The firm focuses on comprehensive, personalized wealth management solutions, blending proactive service, risk management, and a broad array of investment vehicles to seek long-term growth and wealth preservation.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWD | ISHARES TR | 21.21% | $23.6M | 115,975 | $185.39 | $203.59 | +$1.4M |
I IWF | ISHARES TR | 21.16% | $23.6M | 50,303 | $401.58 | $468.41 | +$1.7M |
E EFA | ISHARES TR | 11.98% | $13.3M | 142,901 | $75.66 | $93.37 | +$546.7K |
S SHY | ISHARES TR | 7.85% | $8.7M | 105,291 | $82.03 | $82.96 | +$274.8K |
I IWO | ISHARES TR | 6.39% | $7.1M | 22,215 | $288.22 | $320.04 | +$860.8K |