Tyrone Lin
Advisor at Iwms Llc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
8 years
Location
Remote
Iwms Llc
Independent
Total advisors
1Clients per advisor
5 LowAvg AUM per client
$4,547,555 Very HighHNW client ratio
100% Very HighAbout
Tyrone Lin is a financial advisor at IWMS LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Johns Hopkins University. IWMS LLC provides discretionary portfolio management and standalone financial planning services to individual and high-net-worth clients. The firm employs a broadly diversified investment approach based on the efficient-market hypothesis, tailoring portfolios to clients’ goals, time horizons, and risk tolerance, and offers educational seminars and workshops.
Expertise
Based on Iwms Llc
General retirement planning
Retirement income strategy
General tax planning
Fee options
$0 - $999,999: 1.25% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000 - $49,999,999: 0.50% annually $50,000,000+: 0.25% annually
$250 per hour for one-time consulting services
Account minimum: $250,000 Fee-only: Hourly financial planning services at $250 per hour
Most active in
Tyrone L has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
8 years of industry experience
Tyrone Lin
2018 - Present • 8 years
Bellevue, WA
unemployed
2018 - 2018 • 1 year
Kowloon Tong
Johns Hopkins University
2016 - 2017 • 1 year
Baltimore, MD
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)