0001420506-24-000727.txt : 20240509 0001420506-24-000727.hdr.sgml : 20240509 20240509111504 ACCESSION NUMBER: 0001420506-24-000727 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LWM Advisory Services, LLC CENTRAL INDEX KEY: 0001697716 ORGANIZATION NAME: 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: 24929274 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 X0202 13F-HR LIVE false true false 0001697716 XXXXXXXX 03-31-2024 03-31-2024 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. 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