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FWL INVESTMENT MANAGEMENT, LLC

UUIDc71c6c5e-c2a4-577a-b87f-58b719e817d2
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 174119 174119 1.0
cik 0001829231 1829231
sec_file_number 801-110851 801-110851

Profile

WebsiteHTTP://WWW.LEARIM.COM
HQ CityDALLAS
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • LEAR INVESTMENT MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)805,713,943.0
  • RAUM (discretionary)803,444,926.0
  • Actionable assets784,437,034.0
  • Accounts305.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM318,188,676.0

As of 2025-04-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.