← Tributary

LWS WEALTH ADVISORS, INC.

· CRD 162265 · IAPD ↗ · 908-630-9237

$461.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — LWS WEALTH ADVISORS, INC. (location n/a) left the SEC roster (was $461.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.