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LWM ADVISORS INC

  • CIK: 0002067328
  • EIN: 88-3485977
  • Business address: 5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, California, 95762

Information

  • Mailing address
    5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, California, 95762
  • Phone
    (916) 939-6860
  • State location
    California
  • State of incorporation
    California
  • Fiscal year end
    December 31
  • SIC
    N/A
  • Filings
    N/A

About LWM ADVISORS INC

LWM ADVISORS INC (CIK: 0002067328) is an American company incorporated in the state of California. Head office is located at 5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, California, 95762. Work in the industry N/A. LWM ADVISORS INC is a public company and trade via Over-The-Counter (OTC).

Ownership

Updating!

Stock Chart

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Jobs

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Recent SEC Filings

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by LWM ADVISORS INC

Filings Format Description Filed/Effective File/Film Number
N-PX Document

Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX

Acc-no: 0002085853-26-000907 (34 Act) Size: KB		 Jul-30-2026

028-25567

261223981
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0002085853-26-000680 (34 Act) Size: KB		 Jul-09-2026

028-25567

261166376
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0002085853-26-000343 (34 Act) Size: KB		 Apr-13-2026

028-25567

26855885
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0002085853-26-000024 (34 Act) Size: KB		 Jan-09-2026

028-25567

26520782
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0002085853-25-000014 (34 Act) Size: KB		 Oct-06-2025

028-25567

251376683
N-PX Document

Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX

Acc-no: 0001667731-25-001193 (34 Act) Size: KB		 Aug-22-2025

028-25567

251243723
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001667731-25-000739 (34 Act) Size: KB		 Jul-07-2025

028-25567

251108379
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001667731-25-000622 (34 Act) Size: KB		 May-13-2025

028-25567

25939861
13F-HR Document

Initial Quarterly Form 13F Holdings report filed by institutional managers

Acc-no: 0001667731-25-000618 (34 Act) Size: KB		 May-13-2025

028-25567

25937345

Recent 20 filings. View all LWM ADVISORS INC filings

Reviews

Overall rating 5.0

Aug 22, 2022

Samuel Ejimofor

It's being easier working on the website. And I recommend, it's a great website

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.

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