LNW

Overview

LNW is an SEC registered investment adviser based in Seattle, WA, registered since 1990. It reports $12.2B in assets under management across 6,041 accounts, with 169 employees. It has 59 investment adviser representatives.

Reported AUM

$12.2B

Discretionary

96%

Accounts

6,041

Average account

$2M

Employees

169

Advisory reps

59

Registered since

1990

Jurisdictions

26

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Kristen Powers Bauer Chief Executive Officer CRD 5223280
• Stephen Todd Janowsky Vice Chair CRD 5303706
• Jaclyne Li'E Badal Chief Operating Officer, General Counsel CRD 7761017

3 more executive officers, with direct contact details

Advisory reps 3 of 59

• Samia Managhebi Adlesh Investment Adviser Rep CRD 7812400
• Ronald Gerard Albahary Investment Adviser Rep CRD 2096826
• Benjamin Thomas Andrew Investment Adviser Rep CRD 7274812

56 more advisory reps, with emails, phones and branch locations

Location

Headquarters

801 2nd Ave Ste 1600
Seattle, WA 98104

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: lnwadvisors.com

Every state, with registration dates

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