Lnw
Registered investment adviser · Seattle, WA · CRD #107341
Form ADV data as of 2026-09-01Regulatory assets
$12.18 billion
Total accounts
6,041
Employees
169
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/lnwadvisors/
- Telephone: 206-464-5100
- SEC file number: 801-36445
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $11.68 billion |
| Non-discretionary regulatory assets under management | $499.8 million |
| Total regulatory assets under management | $12.18 billion |
| Discretionary accounts | 5,804 |
| Non-discretionary accounts | 237 |
| Total accounts | 6,041 |
| Regulatory assets under management attributable to non-U.S. persons | $70.3 million |
People
| Total employees (excluding clerical) | 169 |
| Employees performing investment advisory functions (including research) | 96 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 58 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $3.50 billion |
| Clients for whom the firm has custody | 629 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 229 | $190.4 million |
| High net worth individuals | 850 | $10.47 billion |
| Investment companies | 1 | $7.5 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 3 | $54.2 million |
| Pension and profit sharing plans (not the participants or government plans) | 1 | $111.6 million |
| Charitable organizations | 28 | $709.3 million |
| Corporations or other businesses not listed above | 18 | $526.0 million |
| Other | 19 | $115.6 million |