Invested Better
Unclaimed

Unclaimed

Unclaimed

Lee-norah Sanzo

LNW

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lee-norah? Claim Your Profile

About Lee-norah Sanzo

Lee-norah Sanzo is an investment advisor representative with LNW Wealth Management, LLC. Lee-norah has been registered with the Securities and Exchange Commission since October 27, 2023. Lee-norah is also a registered investment advisor in Washington. LNW Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. LNW Wealth Management, LLC has offices in Seattle, Washington.

Firm Information

Lee-norah Sanzo is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lee-norah Sanzo’s Registration & Firm History

WA

10/27/2023 - Present

LNW (SEATTLE WA)

Not sure if Lee-norah Sanzo is right for you?

Licenses & Designations

IA

Issued 10/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee-norah Sanzo.
Not sure if Lee-norah Sanzo is right for you?