LW Advisors, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LW Advisors, L.L.C. provides discretionary and non‑discretionary asset management and financial planning to individual and high‑net‑worth clients, managing approximately $35.9 million across about 76 client relationships. Services include ongoing portfolio management and written financial plans delivered according to the firm’s disclosed timeframes.
The firm builds investment programs around each client’s objectives, time horizon, and risk tolerance and uses both fundamental and technical analysis to evaluate securities and construct allocations. Strategies disclosed in the brochure range from long‑term holdings to shorter‑term trading and option writing (including covered, uncovered, and spreading strategies), with accounts monitored regularly and formal reviews generally conducted at least annually.
A feature that sets LW Advisors apart from most independent peers is its offering of occasional public seminars and workshops that are educational in nature and free to attend. The brochure also highlights that financial planning is available on an hourly or fixed‑fee basis (up to $10,000) and may be waived if the client implements the plan with the firm, and that client reporting is produced via BlueLeaf and delivered through secure email or a client portal.
Client services
Expertise
Fee options
Fixed fee between $300 and $10,000 for financial planning; negotiable
Annual fee not to exceed 1.25%, negotiable
Up to $300 per hour for financial planning
Fee-only: Hourly fee up to $300 per hour or fixed fee ranging from $300 to $10,000 for financial planning; fees negotiable
Main office
2404 Forest Drive, #240
Des Moines IA 50312
Advisors at this office
1
Most active in
Iowa
Also doing business as
Cunningham Wealth Management, L.L.C. · Cunningham, Smith And Associates, LLC · Livwel Advisors · Lw Advisors, L.L.C. · Melave Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Forms ADV
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