Lwm Advisory Services, LLC

Lwm Advisory Services, LLC (CRD# 172009) is a financial advisory firm headquartered in Plantation, FL. They manage $130,603,440 in 601 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $217,310
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, OH, TX

Financial Advisors at Lwm Advisory Services, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Rely Hechter
CRD#: 4748368
1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
96
Wealthminder
score

Rely Hechter (CRD# 4748368) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 12 years of experience in the finance industry. Rely Hechter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sonja Koppenwallner
CRD#: 4960228
1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
96
Wealthminder
score

Sonja Koppenwallner (CRD# 4960228) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 11 years of experience in the finance industry. Sonja Koppenwallner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marco R. Bohorquez
CRD#: 4871551
1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
93
Wealthminder
score

Marco Bohorquez (CRD# 4871551) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 11 years of experience in the finance industry.

4
Joel A. Palatnik
CRD#: 3147356
1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
93
Wealthminder
score

Joel Palatnik (CRD# 3147356) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 11 years of experience in the finance industry.

5
Barbara E. Sacharow
CRD#: 4923423
1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
93
Wealthminder
score

Barbara Sacharow (CRD# 4923423) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 11 years of experience in the finance industry.

6
Randy P. Lifshotz
CRD#: 1586104
1250 S. Pine Island Road, Suite 350, Plantation, FL 33324
83
Wealthminder
score

Randy Lifshotz (CRD# 1586104) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 30 years of experience in the finance industry.

7
Kenneth B. Sandler
CRD#: 1600260
111 North Pine Island Road Suite 207, Plantation, FL 33324
71
Wealthminder
score

Kenneth Sandler (CRD# 1600260) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 15 years of experience in the finance industry.

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