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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-27-1990
- Office Locations
- 7
Office Locations
About LNW
LNW is a Seattle-based RIA with 7 offices. The firm has been operating for 36 years. Managing $12.2B in total assets under management, with 96 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 31, 2026, reported AUM decreased 0.4%, from $12.2B to $12.2B.
Across 5 reported observations, AUM increased 67.5% between October 13, 2022 and March 31, 2026, from $7.3B to $12.2B.
Of the latest reported AUM, 95.9% is discretionary and 4.1% is non-discretionary.
The firm reports 96 advisory representatives and 1,149 clients, or 12 clients per representative. That equates to $10.6M in reported AUM per client.
The profile lists 7 reported office locations and 36 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full LNW record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Ronald Gerard Albahary
Chief Investment Officer
- CRD
- #2096826
- Ownership
- Less than 5%
JACLYNE LI'E BADAL
CHIEF OPERATING OFFICER, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Samia Managhebi Adlesh
Wealth & Tax Advisor
- CRD
- #7812400
Benjamin Thomas Andrew
Senior Wealth Analyst
- CRD
- #7274812
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,683,938,927 | $2,013,084 |
| Non-Discretionary | $499,837,140 | $2,109,017 |
| Total | $12,183,776,067 | $2,016,848 |
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Separately Managed Accounts
SMA allocation detail is available
LNW has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2025
Review the latest reported holdings
LNW's 13F holdings detail is available for Q3 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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