$35.9M Total AUM
$35.9M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- FusionFocus glacier +more
- Established Date
- 04-28-2015
- Office Locations
- 1
Office Locations
2404 Forest Drive #240 DES Moines IA
About LW Advisors, L.l.c.
LW Advisors, L.L.C. is an Iowa-registered RIA based in Des Moines serving retail investors, including business owners and entrepreneurs. The firm provides investment management and financial planning (tax, estate, and insurance planning) and builds primarily mutual fund and ETF portfolios with a fixed-income sleeve. Custody is held with platforms such as Schwab/TD Ameritrade.
Team overview
65 AVG AGE
$35.9M AVG AUM / ADVISOR
$472.3K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Bridge legacy
Client Personas
Crest Peak beacon
Custodian
Signal summit Delta Prime horizon Zenith pathway Crest value
Investment Themes
Radial Beacon
Investment Vehicles
Pioneer
Platform
Timber pioneer
Services
Optima peak Foundation Momentum Vital Legacy Wave Delta legacy Zenith Horizon north Bridge wave
Technology
North Bridge frontier Timber
Owner & Executives
DAVID JAMES CUNNINGHAM
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2087624
- Ownership
- 75% or more
(386) 920-7120
fusion.focus@primecapital.com
in linkedin.com/in/optima-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,891,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,891,201 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,891,201
Public Funds:
20.2% Equity - Exchange:
8.9% U.S. Government/Agency:
32.1% Cash:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $996,630,797 | 20.2% |
| Equity - Exchange | $439,109,609 | 8.9% |
| U.S. Government/Agency | $1,583,754,881 | 32.1% |
| Cash | $1,914,320,541 | 38.8% |
| Total | $4,933,815,828 | 100.0% |