$12.2B Total AUM
$11.7B Disc. AUM
16.3% 3Y CAGR
169 Employees
1,149 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison fusionNorth +more
- Established Date
- 04-27-1990
- Office Locations
- 6
Office Locations
150 N Radnor Chester RD Radnor PA
370 Lexington Avenue NEW NY
580 California St. SAN Francisco CA
About LNW
LNW is a Seattle-based RIA with 6 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. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
40 AVG AGE
$126.9M AVG AUM / ADVISOR
$10.6M AVG AUM / CLIENT
5 yrs AVG TENURE
169 Employees
96 Advisory Reps
58 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Prime Ridge Pioneer quantum Fusion Eagle Meridian zenith Focus Glacier unison Summit beacon Ember Focus
Client Personas
Alpha Glacier
Custodian
Meridian North Optima foundation Pathway bridge Ridge timber Pathway Zenith optima Alpha Radial signal
Investment Themes
Zenith Vector Unison Insight Fusion Crest capital Prime quantum
Investment Vehicles
Foundation oak Meridian oak
Platform
Ridge crest
Services
Insight pathway Radial Bridge Wave Pioneer catalyst Insight Wave Summit Vital Prime vital Eagle
Technology
Meridian Pathway Beacon foundation
Owner & Executives
Ronald Gerard Albahary
Chief Investment Officer
- CRD
- #2096826
- Ownership
- Less than 5%
(794) 835-2403
vertex.radial@vitalcapital.com
in linkedin.com/in/foundation-north
J
JACLYNE LI'E BADAL
CHIEF OPERATING OFFICER, General Counsel
- CRD
- --
- Ownership
- Less than 5%
(290) 953-6524
timber.horizon@northcapital.com
in linkedin.com/in/atlas-foundation
V
Value atlas
Unison crest signal
- CRD
- #88234
- Ownership
- 48.6%
(580) 323-3761
legacy.oak@wavecapital.com
in linkedin.com/in/alpha-radial
Showing 2 of 6 owners & executives
Unlock allContacts
S
Samia Managhebi Adlesh
--
- CRD
- #7812400
(386) 844-3325
horizon.harbor@insightcapital.com
in linkedin.com/in/wave-catalyst
B
Benjamin Thomas Andrew
--
- CRD
- #7274812
(440) 327-1642
prime.horizon@bridgecapital.com
in linkedin.com/in/frontier-momentum
Q
Quantum element
Oak delta legacy
- CRD
- #14141
(967) 930-5631
vital.crest@unisoncapital.com
in linkedin.com/in/legacy-signal
Showing 2 of 60 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $12,122,097,716
Public Funds:
17.8% Equity - Exchange:
5.3% Private Funds:
23.3% Equity - OTC:
15.3% Municipal Bonds:
6.3% Cash:
4.0% Other:
13.6% U.S. Government/Agency:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $534,996,948 | 17.8% |
| Equity - Exchange | $159,296,844 | 5.3% |
| Private Funds | $700,304,993 | 23.3% |
| Equity - OTC | $459,856,927 | 15.3% |
| Municipal Bonds | $189,352,852 | 6.3% |
| Cash | $120,224,033 | 4.0% |
| Other | $408,761,713 | 13.6% |
| U.S. Government/Agency | $432,806,519 | 14.4% |
| Total | $3,005,600,829 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE DELTA DELTA | VITAL OPTIMA | ZWPZW9V5Q | RZE | 4.68% | $35,799,766 |
| VERTEX QUANTUM EAGLE | FUSION HARBOR | JN0QZMG7G | VIQX | 3.44% | $111,212,328 |
| CREST BEACON INSIGHT | VITAL ALPHA | L17Q5EKDC | SCX | 11.69% | $103,355,308 |
| PEAK EAGLE VITAL | MERIDIAN RIDGE | 0Z09M4S9V | FXSD | 7.35% | $61,428,786 |
| VALUE QUANTUM | FRONTIER EMBER | 95QUOC6UH | IOIPW | 2.90% | $26,519,151 |
| UNISON WAVE VERTEX | QUANTUM OAK | Y3AKKSQ4R | DDI | 6.47% | $67,207,983 |
| HARBOR RADIAL | PATHWAY CREST | T9UNGGYGA | URQ | 12.58% | $60,327,366 |
| HARBOR ZENITH QUANTUM | ALPHA FUSION | EJNUE9428 | HZJRP | 11.11% | $98,657,635 |