Iwms Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
IWMS LLC advises individual and high‑net‑worth clients, providing discretionary portfolio management alongside standalone financial planning and one‑time consulting. The firm recommends diversified allocations across ETFs, mutual funds, equities and fixed income, and also offers educational seminars and workshops.
The firm’s investment approach references the efficient‑market hypothesis and emphasizes broadly diversified portfolios tailored to each client’s goals, time horizon and risk tolerance, with periodic account reviews and monitoring. Financial planning is offered as a distinct service with structured initial and follow‑up meetings, written recommendations updated annually, regular check‑ins, and an option for hourly consulting.
Distinctive features include a solo practitioner model with self‑supervision, a very small client roster (five clients) with roughly $22.7 million in total AUM, and a reported material non‑U.S. client base—an operational profile that is uncommon among firms in this registration category. The firm relies on third‑party custodians rather than acting as custodian itself, does not sponsor private funds, and does not use performance‑based fee arrangements.
Client services
Expertise
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
Washington
Also doing business as
Iwms LLC · Lin, Tyrone
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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