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MWM Capital Partners, LLC competitors & alternatives
The 12 closest competitors and alternatives to MWM Capital Partners, LLC among financial services companies — ranked by similarity to what MWM Capital Partners, LLC actually does, not by market-cap band.
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About MWM Capital Partners, LLC
L&M Wealth Management is a financial advisory firm that provides financial planning, investment services, wealth management, tax services, and insurance to individuals and businesses. The company offers private wealth management, generational wealth planning, retirement planning, education investment strategies, and ESG investing.
MWM Capital Partners, LLC at a glance
MWM Capital Partners, LLC is a financial services company headquartered in United States. Its most recent funding round closed in September 2026. Xcout tracks 6 named people at MWM Capital Partners, LLC, including Gregg Lipsitz (CEO).
MWM Capital Partners, LLC leadership
- Gregg LipsitzCEO
- Russ LipsitzFounder
- Benjamin MooneyExecutive Officer
- George Markakis`Executive Officer
- Gerry GentnerPartner
- Paul WelchExecutive Officer
MWM Capital Partners, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | Undisclosed | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 MWM Capital Partners, LLC competitors
Ranked by semantic similarity — how close each company is to MWM Capital Partners, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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FAM Legacy Solutions LLC provides comprehensive financial planning, investment management, estate planning, life insurance, and tax planning services. The firm serves individuals, families, and professionals by creating personalized financial strategies to help them manage wealth, fund long-term goals, and build lasting legacies.
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Lions Gate Wealth Management provides comprehensive financial advisory services to individuals, families, and retirees. The firm offers financial planning, investment management, retirement planning, tax planning, and estate planning services.
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Maridea Global Capital Management LLC is an independent financial advisory firm that provides wealth management, tax and business services, financial planning, investment management, insurance risk management, and retirement and multi-generational planning. The firm serves families, business owners, philanthropists, founders, professionals, retirees, and institutions.
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Quad Asset Management provides comprehensive wealth management and financial planning services to individuals, families, and corporate executives. Its offerings include investment management, tax planning and preparation, retirement planning, estate and legacy planning, family office services, and employee benefits.
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Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
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H&H Financial Group provides personalized financial planning, wealth management, and advisory services to individuals, families, and business owners. The firm helps clients navigate various life stages and business cycles by designing, implementing, and monitoring customized financial strategies.
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Global Wealth Investments, Inc., operating as Global Wealth Management, provides tailored financial planning and investment advisory services to individuals, families, and business owners. The firm specializes in retirement planning, investment strategies, and financial management to help clients secure their financial futures.
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Larson Financial Holdings is a financial services firm that provides comprehensive wealth management, tax and accounting, real estate, insurance, and specialized planning services. The company serves individual investors, retirees, business owners, family offices, institutions, and healthcare professionals.
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Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
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Las Olas Capital Advisors is a financial advisory firm that provides wealth management and investment services. The company serves entrepreneurs, driven individuals, and families seeking personalized solutions for managing their wealth.
Similar financial services company
Edge Rock Partners LLC is an independent wealth management firm that provides financial planning and advisory services to individuals, families, and business owners. The company offers custom portfolio management, tax planning, income design, legacy planning, and private investment access.
Similar financial services company
Liberty Group Financial Services, LLC provides personalized financial services, tax planning, estate management, and wealth management to help clients create tailored retirement strategies. The company serves individuals seeking assistance with retirement and financial planning.
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