0001420506-22-001656.txt : 20220815 0001420506-22-001656.hdr.sgml : 20220815 20220815095251 ACCESSION NUMBER: 0001420506-22-001656 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LWM Advisory Services, LLC CENTRAL INDEX KEY: 0001697716 IRS NUMBER: 471045931 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22298 FILM NUMBER: 221163030 BUSINESS ADDRESS: STREET 1: 1250 S PINE ISLAND RD STREET 2: STE 350 CITY: PLANTATION STATE: FL ZIP: 33324 BUSINESS PHONE: 941-474-7100 MAIL ADDRESS: STREET 1: 1250 S PINE ISLAND RD STREET 2: STE 350 CITY: PLANTATION STATE: FL ZIP: 33324 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001697716 XXXXXXXX 06-30-2022 06-30-2022 false LWM Advisory Services, LLC

1250 S PINE ISLAND RD STE 350 PLANTATION FL 33324

13F HOLDINGS REPORT 028-22298 N T. Gregory Reymann II 941-474-7100 T. Gregory Reymann II, CCO PLANTATION FL 08-10-2022 0 106 83448 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC ABBOTT LABS COM 002824100 275 2528 SH SOLE 0 0 2528 ABBVIE INC COM 00287Y109 427 2786 SH SOLE 0 0 2786 ADOBE SYSTEMS INCORPORATED COM 00724F101 288 772 SH SOLE 0 0 772 ADVANCED MICRO DEVICES INC COM 007903107 200 2621 SH SOLE 0 0 2621 AIR PRODS & CHEMS INC COM 009158106 410 1707 SH SOLE 0 0 1707 ALPHABET INC CAP STK CL C 02079K107 1294 590 SH SOLE 0 0 590 ALPHABET INC CAP STK CL A 02079K305 1141 520 SH SOLE 0 0 520 AMAZON COM INC COM 023135106 3069 28797 SH SOLE 20 0 28777 AMERICAN TOWER CORP NEW COM 03027X100 895 3501 SH SOLE 0 0 3501 AMERICAN WTR WKS CO INC NEW COM 030420103 600 4027 SH SOLE 0 0 4027 AMGEN INC COM 031162100 217 892 SH SOLE 0 0 892 APPLE INC COM 037833100 6589 48112 SH SOLE 207 0 47905 ASTRAZENECA PLC SPONSORED ADR 046353108 477 7224 SH SOLE 0 0 7224 BECTON DICKINSON & CO COM 075887109 252 1022 SH SOLE 0 0 1022 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